Wealth Managment Services

Every one’s wealth management is unique and presents new opportunities and challenges on a daily basis.

Therefore, it is important to have the best consultants and professionals by your side, who would be able to help you realize your family vision for the future.

The Wealth Management Department of RSM Israel provides a variety of consulting services and business solutions. You can be certain that you will receive the best advice and that with us, your family’s future is in good hands.

We are experts in financial planning and investment strategies for families and persons with financial wealth, as well as Israeli companies and corporations, with a variety of products, including management of investment portfolios, financial policies, study funds, provident funds, Amendment 190, IRA, executive insurance, pension funds, hedge funds, real estate funds and more. Our office provides a wide range of services to private and self-employed clients, as well as various enterprises, in addition to support  services and intergenerational wealth transfer planning.

We manage the families’ financial wealth optimally, while assessing and tailoring risks according to the clients’ needs, while supporting them step by step throughout the process. The services include supervision and regular reporting on the family or business investment portfolio.

As part of our wealth management method, we examine all of the client’s assets in a comprehensive and professional manner. We outline the investment strategy for the client’s particular needs, maintain and review the activity of portfolio assets continuously and transparently, with the ability to assess the performance at any time. Risk management and product examination are carried out carefully, since we believe that the best basis for asset strategy management is capital preservation and protection.

We provide the following services:

Family wealth management.

Reducing the costs of investment portfolio management and helping select suitable investment managers.

Planning investment strategies in accordance with the client’s risk profile.

Regular monitoring of asset portfolio management and portfolio risk management.

Examining alternative investments.

Insurance coverage.

Intergenerational wealth transfer.

Current tax planning and inheritance taxes.

Intergenerational business transfer.

Philanthropy and charity.

Trusts.

Risk management services.

Information security services and technology solutions for privacy protection.

Legal support for all services, including venture investment agreements.

Tax advice on investments, trusts and foreign investments.

Our added values:

Mapping the financial assets, real estate assets and other assets – examination, mapping and assessment of all the client’s assets and liabilities. This is the starting point to identify the client’s needs. This process is important in order to define the sector concentration risks.

Examining the risk level and desired income flow – defining financial goals. Customization and coordination of expectations.

Establishing a general investment policy – creating a strategic asset allocation. Financial planning, while putting an emphasis on return versus risk. The client receives a snapshot of how the portfolio will look according to the plan that we will build.

Recommendations and accessibility to all types of investments while selecting an efficient and suitable mix – selecting managers and investment instruments with an independent and objective service. The goal is to incorporate advanced investment avenues, such as investment funds, hedge funds and alternative investments, along with up-to-date investment in the financial markets in Israel and abroad. This combination creates an optimal risk-reward adjustment. Our clients benefit from significant savings in costs and management fees of financial service providers due to our profound knowledge of the market.

Continuous investment management and monitoring – coordinating relationships with banks and financial vendors. Management and control of all portfolio assets, as well as recommendations for new investments and portfolio changes. Long-term vision and commitment to the client’s interests.

Reporting at a frequency suitable for the client – a periodic review of Israeli and foreign capital markets. Periodic analysis of the overall investment portfolio and its yield, as well as mapping new risk factors. We strive to make sure that the client receives a professional response for any event that occurs, either on the client’s side or in the financial markets, while maintaining continuous communication.

Personal and professional service – the personal, dedicated approach, pleasant atmosphere and mutual trust are our cornerstones, which allow us to give you and your family a peace of mind, a sense of security and stability, along with cost savings.