Intergenerational Wealth Transfer & Inheritance
Inheritance & Intergenerational Wealth Transfer – Protecting Your Wealth, Family, and Legacy
Have you ever stopped to think about what your family’s future will look like? After years of hard work, investing in assets, accumulating wealth, and building a successful business – how can you ensure that future generations will benefit from everything you’ve created without conflicts, uncertainty, or unnecessary financial losses?
Intergenerational wealth transfer is not just about money. It is about continuity – passing on vision, values, and family stability. It is about your ability to provide the next generations not only with assets but also with security, structure, and a clear path to build upon the foundation you have laid.
We are here to help you plan your family’s future correctly, with legal, financial, and tax solutions that ensure a smooth, smart, and cost-effective transition.
Why Is Intergenerational Wealth Transfer Planning Important?
Preserving family wealth
Proper planning prevents asset waste and enables continuous financial growth.
Preventing family disputes
A clear and agreed-upon distribution can prevent unnecessary conflicts and lawsuits.
Ensuring business continuity
If you have a family business, planning is required to maintain it and transfer control in an orderly manner.
Tax savings
Unplanned wealth transfer can lead to high inheritance, asset, and business taxes.
Legal protection
Proper legal advice prevents situations where the state or third parties decide how your wealth is distributed.
Key Aspects of Intergenerational Wealth Transfer Planning
Legal Aspects
Proper legal planning provides peace of mind and prevents families from engaging in complex legal proceedings after a family member passes away.
Some essential legal tools include:
✔ Wills – Clearly define how your assets will be distributed.
✔ Enduring power of attorney – Specifies who will manage your affairs in case of incapacity.
✔ Prenuptial and family agreements – Prevent misunderstandings and protect assets.
✔ Trusts – Enable wealth transfer while maintaining control over conditions and timing.
Tax Aspects
Although Israel does not impose an inheritance tax, significant taxes still apply to asset transfers, including:
✔ Real estate taxation – Purchase and capital gains taxes on property transfers.
✔ Gift taxation – Tax on the transfer of assets during one’s lifetime.
✔ Capital gains taxation – Taxes on financial investments and assets.
✔ Optimal tax planning – Proper use of exemptions and tax benefits can save heirs substantial amounts.
Wealth and Asset Management
✔ Valuation of business, real estate, and financial assets.
✔ Smart allocation of assets among heirs.
✔ Establishing trusts and family foundations to preserve wealth for future generations.
Transferring Family Businesses
✔ Creating a business succession plan to ensure smooth transitions.
✔ Defining roles and responsibilities for the next generation.
✔ Establishing corporate governance policies for family businesses.
Mediation and Conflict Prevention
✔ Resolving conflicts through family mediation processes.
✔ Defining mechanisms for joint decision-making and conflict resolution.
✔ Personalizing solutions to meet the needs and desires of each heir.
How to Get Started?
Step 1 – Consultation and understanding your specific needs.
Step 2 – Developing a tailored legal, financial, and tax strategy.
Step 3 – Implementing the plan while maintaining family harmony.
Why Choose Us?
Extensive experience – Supporting families and businesses through complex wealth transfer processes.
Legal and financial expertise – A multidisciplinary approach combining law, taxation, and financial planning.
Personal and discreet service – A sensitive approach that considers the emotional complexity of each family.
