In today's complex and dynamic economic landscape of 2025, families with substantial wealth require a professional, strategic, and responsible approach to managing their financial and business resources. UHY Shtainmetz Aminoach Family Office offers advanced personal wealth management services, combining extensive expertise in accounting and taxation with a comprehensive suite of services for managing family wealth both domestically and internationally.
What is a Family Office Service?
A Family Office provides a holistic suite of services designed to address all aspects of managing family wealth: from strategic advisory, financial planning, legal and tax planning, to investments, asset protection, and intergenerational wealth transfer. Its goal is to enable families to preserve and grow their wealth across generations, while aligning with their unique values and objectives.
Our Services Include:
- Strategic Planning and Investment Management: Developing an investment plan tailored to the family's risk profile, managing portfolios, and providing ongoing financial guidance.
- International Tax Planning: Designing optimal legal and tax structures to minimize tax liabilities and protect assets.
- Establishing and Managing Trusts: Setting up family trusts with proper legal arrangements, focusing on smooth and tax-efficient intergenerational wealth transfer.
- Asset Planning and Protection: Creating legal and financial protection mechanisms, including insurance, registration arrangements, and asset management.
- Ongoing Legal and Accounting Support: Assisting with drafting agreements, supporting inheritance and estate matters, handling financial reporting standards, and monitoring compliance with relevant regulations.
- Personal and Family Services: Supporting and assisting in organizing and managing the family's day-to-day financial affairs, including payments, salaries, and administration.
Advantages of Choosing UHY Shtainmetz Aminach Family Office
- Accounting and Tax Expertise Across Disciplines:
Our team of experts brings decades of experience in tax advisory, auditing, Israeli and international tax planning, and representation before tax authorities. We have a deep understanding of the unique challenges faced by high-net-worth families and provide tailored solutions to meet their needs. - Comprehensive, Family-Centered Service:
Our Family Office offers a full suite of services under one roof, including investment advisory, financial and legal planning, tax planning, trust and estate management, and the handling of local and international business projects. Clients benefit from a single point of contact for all their financial needs. Among the services we offer are hedge funds, advanced pension and savings plans, portfolio management, diverse insurance policies, provident funds, Section 190 tax benefits, and more - all customized to the specific needs of each client and their family.
- Financial and Legal Risk Management:
We combine deep expertise in law, local and international taxation to ensure that family assets are protected and investment vehicles comply with relevant laws and regulations—both in Israel and abroad. - Strategic and Long-Term Vision:
Our solutions are rooted in long-term planning, focusing on preserving, growing, and transferring family wealth across generations. We assess the needs of each family member and align them with the family's business vision to ensure continuity and synergy between generations. Assets, dividends, and inheritances belonging to the first or second generation are transferred to the next generation in the smartest and most efficient manner, in accordance with your wishes. - Complete Confidentiality:
We are committed to maintaining strict confidentiality and discretion at every stage of our work with clients. In the Family Office framework, interpersonal and professional trust is a cornerstone, and we adhere to the highest standards in the field.
Types of Family Offices
- Single Family Office (SFO):
Personal wealth management tailored to a single family. In this model, the family chooses to independently manage its assets, ensuring full control and exclusivity in decision-making processes. - Multi-Family Office (MFO):
Wealth and asset management for multiple families working together. In 2025, many families opt to join forces, leveraging shared resources to achieve greater growth, efficiency, and control over their collective wealth.
Over the past decade, the number of wealthy individuals has grown significantly, driven by various factors, including cryptocurrency gains, the emergence of new startups and advancements in the tech industry, as well as profitable real estate investments worldwide. The global affluent class has expanded both in terms of the number of wealthy individuals and the overall amount of wealth. Today, there are hundreds of thousands of high-net-worth individuals with assets exceeding $30,000,000.
As a result, Family Office services have become highly sought after. These "new wealthy" individuals aim to preserve their wealth and assets for the long term, ensuring financial stability and growth across generations.
Fill in your details for a callback or call us at 077-7700000.
We look forward to assisting you and providing a solid financial
foundation for your continued family growth and prosperity.
Frequently Asked Questions About Family Office Services
A Family Office is a holistic service for managing family wealth. It includes investment management, tax planning, estate planning, asset protection, and personalized administrative services.
This service is suitable for high-net-worth families seeking professional and comprehensive management of their financial assets, alongside wealth protection and seamless intergenerational transfer of assets.
Single Family Office (SFO):
Dedicated exclusively to one family, providing highly personalized and tailored services to meet the specific needs of that family.
Multi-Family Office (MFO):
Serves multiple families, often pooling resources to reduce costs while still offering comprehensive wealth management services to each family.
At our firm, Family Office services include:
- Investment and Wealth Management: Comprehensive strategies for managing and growing family assets.
- Financial, Tax, and Legal Planning: Tailored solutions to optimize finances and ensure compliance.
- Trust Formation and Estate Planning: Establishing trusts and planning for seamless and efficient wealth transfer.
- Financial and Legal Risk Management: Protecting family assets through strategic risk mitigation.
- Administrative Support for the Family: Personalized assistance with day-to-day financial and administrative tasks.
When selecting a Family Office, it’s important to evaluate:
- Experience and Expertise: The firm's track record and knowledge in managing wealth for high-net-worth families.
- Range of Services: The variety of services offered, including investment management, tax planning, legal advisory, and administrative support.
- Customization: The Family Office's ability to provide tailored solutions that align with your family’s specific needs and goals.
A Family Office implements strategies to minimize risk exposure, optimize tax planning, establish trusts, and utilize legal and financial structures to reduce potential liabilities. These measures safeguard family wealth and ensure its preservation for future generations.
While Family Office services are typically designed for high-net-worth families, a Multi-Family Office may offer services to families with more modest wealth by sharing resources and reducing costs, making it a more accessible option.
Our Family Office offers a range of unique benefits, including:
- Personalized Service Under One Roof: Comprehensive solutions tailored to your family’s specific needs, covering all aspects of wealth management.
- Complete Discretion and Long-Term Strategic Vision: Ensuring privacy and a focus on preserving and growing family wealth over generations
- Extensive Experience: Decades of expertise in managing complex financial and tax matters.
- In-Depth Knowledge in Complex Financial Areas: Expertise in cryptocurrency, international taxation, and many other advanced financial domains.
- A Dedicated Team: Hundreds of committed professionals focused on ensuring the success of our diverse clientele.
The service includes:
- Customized Portfolio Creation: Designing investment portfolios tailored to the family’s risk profile and financial goals.
- Identifying Investment Opportunities: Researching and selecting lucrative opportunities that align with the family's strategy.
- Active Asset Management: Continuously monitoring and managing asset portfolios to maximize returns and mitigate risks.
