Family Office &
Private Client,
KPMG Israel
The KPMG Israel Family Office & Private Client team delivers tailored solutions to help you oversee and ensure effective management of your family’s assets and accumulated wealth, while implementing your and your family’s evolving objectives.
At KPMG, we understand that each family or private unit is unique. We provide personally tailored support for your and your family’s needs.
We guide individuals, families, trusts, and family offices across sectors in intergenerational planning, as well as in the allocation and designation of family assets.
Our Services:
Israeli Tax Advisory
International Tax Advisory
Support in Will Drafting
and Estate Administration
Designing Asset-Holding Structures on
an Individual and Family Level
Strategic Planning for Long-Term
Family Asset Ownership
Transaction Support and
Due Diligence Services
Advisory Support in
Family-Owned Business Sales
Trust Services
Philanthropy
Intergenerational Wealth Transfer
Our Team:
Frequently Asked Questions
1. Who needs Family Office?
Families in Israel with significant accumulated wealth, business leaders, and high-tech entrepreneurs.
2. What is the Family Office’s role?
It creates a wealth-management framework comprising tax, family, philanthropic components, etc. Their comprehensive perspective enables long-term planning rather than isolated solutions.
3. Why choose KPMG Israel for intergenerational advisory?
Whether you’re experiencing a life transition or facing complex business decisions, our team works collaboratively with you to manage your wealth and achieve your goals, tailored to your family business and personal needs.
Events & Publications
26 May
Leading a Legacy Conference
22 January
the intersection in family businesses
Capsulive TAX | 25
Capsulive TAX | 23
12 November
2024 Quarter Ⅳ - Multigenerational Planning
03 April
2024 Quarter Ⅱ - Philanthropy on the right path
15 June
2023 Quarter Ⅱ - Taxes and Family Business.
22 March
2023 Quarter Ⅰ - Which Way the Wind Blows
Articles
from around the world
Photos from our meetings
Contact Us
Our branches
Tel Aviv
17 Haarbaa Street, Tel Aviv
17 Haarbaa Street, Tel Aviv03-6848000
03-6848000
Jerusalem
17 Jaffa Street, Jerusalem
03-6848000
Haifa
17 Hanaviim, Haifa
03-6848000
Beer Sheva
Sderot Shazar 31, Beer Sheva
03-6848000
Bnei Brak
Rabbi Akiva 86, Benin Achim, Bnei Brak
03-6848000
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