Intergenerational Transfer of Assets
The transfer of assets and family wealth across generations is a sensitive and complex process, that requires meticulous planning and a multidisciplinary perspective. Our firm provides a comprehensive framework to address these challenges, integrating expertise in tax law, family law, and mediation - lead by Adv. & Mediator Moria Bigon.
We specialize in guiding individuals, families, and privately held family businesses through the creation of legal structures and mechanisms that ensure business continuity and family stability. We develop tailored solutions for the ongoing management of family wealth, ensuring tax efficiency and optimal asset control. We work to safeguard the interests of the founding generation while ensuring the integration of the next generation into the family business.
Family Charter
Assisting family-owned businesses in transitioning control and management to the next generation through legal and tax planning. This ensures business continuity while integrating future generations effectively.
The process includes in-depth intergenerational dialogue and, when necessary, family mediation, leading to the formulation of an agreed-upon family charter.
This charter defines the family’s vision, values, decision-making mechanisms, and asset management principles, all while considering efficient tax planning.
Trusts
Establishing and advising on trusts in Israel and globally for optimal wealth transfer, addressing tax implications and unique family needs.
Our firm guides clients through every step of the process—from defining objectives to ongoing trust management—while incorporating relevant professionals and designing custom oversight mechanisms.
Last Wills
Strategic drafting of customized last wills that balance family, tax, legal, business, and financial considerations, ensuring the fair, sensitive, and efficient transfer of wealth and assets.
Enduring Power of Attorney
Advising and assisting in drafting legal documents that allow individuals to plan and predetermine how their affairs will be managed—and by whom—in cases of future incapacity, such as dementia or mental health limitations.
This process is handled with sensitivity, in collaboration with family members when necessary, and tailored to the client's personal needs.
Our firm provides professional, personalized, and discreet guidance in the strategic planning of intergenerational wealth and asset transfer, combining expertise in tax and family law. We develop customized legal solutions for every family and family business—ensuring the preservation of the founders’ legacy, maintaining their vision and peace of mind, while establishing mechanisms and a strong foundation to secure stability for future generations.
