Family Wealth Management and Private Clients

Overview

The firm’s ‘Arnon Private’ practice has established itself as a leader in Family Wealth Management and Private Client services, particularly catering to high-net-worth (HNW) individuals and ultra-high-net-worth (UHNW) families. With a history spanning nearly 70 years, we provide bespoke legal solutions to some of Israel’s most prominent and wealthy families, ensuring professional, timely, and discreet service.

Families & Businesses

At Arnon Private, we understand the nuances of wealth transfer and are skilled in creating arrangements that facilitate smooth succession of family businesses to the next generation. Our solutions mitigate potential conflicts, ensuring a harmonious handover and preserving family legacies.

Tax

In the realm of taxation, our specialized team offers expert advice tailored to the complex needs of HNW and UHNW individuals and families. We devise strategies to minimize long-term tax liabilities, addressing international tax considerations, and managing global assets and income streams effectively.

Trusts, Estates, and Succession Planning

Our proficiency in trusts, estates, and succession planning extends to the international realm, working with accountants and family offices in Israel and abroad. We specialize in international trust and estate planning, deftly navigating the complexities of conflict of laws to ensure seamless management across different jurisdictions. This expertise is particularly crucial for clients who have assets both in Israel and around the world.

We develop tax-efficient wills and succession plans tailored to the unique dynamics of affluent families, ensuring their wealth is preserved and transferred in accordance with their wishes. Additionally, our team is experienced in handling international probate procedures and agreements between the successors, adeptly managing estates that are spread across multiple countries. This comprehensive approach guarantees that all aspects of estate and succession planning are addressed with the utmost care and expertise, catering to the specific needs of each client.

Family Law and Guardianship

We specialize in all aspects of family law, including the preparation of prenuptial agreements, the creation of durable powers of attorney, and the procurement of guardianship orders, as well as addressing a wide range of child-related matters. In addition to these core services, we have specialized expertise in cross-border litigation, particularly in the areas of divorce and guardianship. This capability enables us to adeptly handle international legal challenges, ensuring our clients receive well-rounded and proficient legal support in all aspects of family law.

Immigration and Aliyah

At Arnon Private, we offer specialized services in immigration and Aliyah, catering to both Jewish and non-Jewish clients and their families. Our expertise extends beyond the provision of efficient visa services in collaboration with the relevant authorities. We understand the intricacies of these processes and the unique challenges they can present. To complement our immigration services, we also provide comprehensive commercial and tax advice, ensuring that our clients’ transitions are not only legally sound but also financially optimized. Whether for individuals seeking to make Israel their new home, or for families planning their move, our team offers a holistic approach to immigration, Aliyah, and naturalization, addressing each client’s specific circumstances with tailored solutions.

Philanthropy and Social Responsibility

Understanding the increasing interest in philanthropy among HNW and UHNW clients, we offer legal guidance to foundations and charitable organizations. Our advice is geared towards maximizing the impact of philanthropic efforts while navigating the complexities of the legal framework governing these entities.

International Surrogacy and Family Formation

We also specialize in international surrogacy and family formation. Our team offers legal advice and assistance with surrogacy procedures abroad, alongside managing citizenship and legal issues upon return to Israel, and drafting parentage agreements.

What the team is known for, Chambers Global | 2023

“Arnon, Tadmor-Levy has significant experience across tax, wealth planning, family trusts and estate planning.”

Client Testimonials, Chambers Global | 2023

“Arnon, Tadmor-Levy have a good bench and a good reputation.”

“Boaz is an excellent attorney.”

“Guy is professional, smart and helpful, he is very, very good.”

Recognition