Family Office Services

Family Office is a professional service providing integrated long-term wealth management for high-net-worth individuals and families.

Family Office services include personal tracking, monitoring and control services of all financial assets of the family. Tracking assets also include control of the withdrawals and deposits in the account and gives a full updated picture of all assets (financial and others), at any given time.

Why is Family Office Service Important?

Management of equity capital and assets present a significant challenge for wealthy families, involving control of family assets, tracking reports to the tax authorities and requires regular updates about various business opportunities in the ever-changing market.

Decentralized portfolio management requires coordination and supervision of various authorities, including accountants, investment advisors, bank representatives, lawyers, administrative managers, tax consultants and others.

Such a complex portfolio management and coordination, while keeping pace with the changes in the market, is time consuming and requires much attention and supervision of numerous decision makers. In addition, it is also necessary to establish a long-term plan for the management of the capital and assets in the next generations.

Complex capital management process raises also various taxation issues that may affect decision making regarding investment channels in Israel and overseas.

Beyond submission of annual tax reports, taxation issues have also Ed-hoc influence on decision making about different activities. Proper long-term planning for investors is crucial for avoiding irreversible positions when reporting tax retroactively.

Why Choose Raveh-Ravid Family Office Service?

Integrating tailor-made investment strategy, proper tax planning and wealth succession for future generations

We offer tailor-made services and unique solutions for wealthy individuals and families in full asset & investment allocation in Israel and abroad. The firm regularly advises on tax issues and assists in selecting a long-term investment strategy, according to the client's needs.

The Family Office team of Raveh-Ravid & Co. gathers all the services required by the clients, helping them through crucial financial decision making processes.

The service includes:

• Establishment of investment strategy - for short & long term
• Advising, supervising and monitoring the investments implementations
• Presenting a full clear picture of the asset portfolio, and regularly providing updates to the family
• Regular reporting to the tax authorities
• Carrying out effective tax planning 
• Maintaining and regularly delivering periodic reports to the family and its representatives
• Keeping close contact with various official authorities and the leading investment banks around the world.

Raveh-Ravid & Co. serves as a private advisor and guides the clients in choosing the best financial portfolio structure. We assist our clients in supervising the implementation of their investment policy, real estate and other assets, and provide ongoing up-to-date tax consulting, including full reporting required by the government authorities

Our staff maintains personal and close contact with all parties in charge of the client's portfolio (i.e. banks, representatives of foreign investment funds, etc.), and ensures maximum consideration for our clients.

Inter-generation capital transferring requires special attention in order to ensure that the future generations will also benefit from appropriate management of the family assets. Family Office service allows wealthy families to build long-term investment strategy, while taking the future generations under consideration.

Raveh-Ravid & Co. offers wealth supervision & monitoring services under one roof and provides its clients with high-caliber professional knowledge, expertise and personal guidance on assets taxation related issues and effective tax planning.