Family Office &
Private Client,
KPMG Israel
At KPMG Israel, our Family Office & Private Client team provides tailored solutions designed to help you manage and preserve your family’s assets and accumulated wealth - while staying aligned with your evolving goals and values.
We recognize that every family and private entity is unique. That’s why we offer personalized, hands-on support tailored to your specific needs.
Our team advises individuals, families, trusts, and family offices across industries on intergenerational planning, asset allocation, and the strategic structuring of family wealth.
Our Services:
Israeli Tax Advisory &
International Tax Advisory
Will Drafting & Estate Administration
Asset-Holding Structure Design
Strategic Family Asset Planning
Transaction Support & Due Diligence
Family Business Sale Advisory
Trust Advisory and Compliance Services
Philanthropy Advisory Services
Intergenerational Wealth Transfer
Our Team:
Frequently Asked Questions
1. Who needs a Family Office?
Families in Israel with significant accumulated wealth, business leaders, and high-tech entrepreneurs who seek structured, Long-term Asset Management.
2. What is the role of a Family Office?
A Family Office provides a comprehensive wealth management framework that integrates tax planning, family governance, philanthropy, and more. This holistic approach enables long-term planning rather than isolated, one-off solutions.
3. Why choose KPMG Israel for intergenerational advisory?
Whether you're navigating a life transition or facing complex business decisions, our team works closely with you to manage your wealth and achieve your goals—tailored to your family business and personal needs.
Events & Publications
26 May
Family Office Forum: Leading a Legcay
22 January
Family Business Leadership Summit
CapsuliveTAX | Episode 25
CapsuliveTAX | Episode 23
12 November
Family Office Forum | H2 2024 | Multigenerational Planning
03 April
Family Office Forum | H1 2024 | The Philanthropy Pathway
15 June
Family Office Forum | H2 2023 | Taxes and Family Business
22 March
Family Office Forum | H1 2023 | Navigating the Winds of Change
Articles
More about us
Moments from our Family Office Forum
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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