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Offshore asset and wealth management: Family Office

Family Office is not a term commonly used in France. This is to take care of you and your family in all aspects concerning your estate without being exhaustive: accounting, tax, inheritance, wealth management …

In sum, it is together under one roof all the services you need in managing your assets and your property.

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Why chose Bethel Finance for your estate planning?

Because the cornerstone of our approach is preserving your capital, optimizing your tax benefits while maintaining the highest ethical standards. These are not empty words but a statement of principle.

We are aware of the sacrifices and hard work you invested in reaching your present position. Our first responsibility is to see to it that your assets are protected, now and in the future.

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You may ask, how can Bethel Finance protect your assets?

Our Israeli and European staff of lawyers and accountants will work with you to outline a “road map”. We shall review all aspects of your finances and with you design a coherent sustainable plan.

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Here briefly are the steps we will follow together to implement this program:

• Developing a “road map” setting a goal for your family heritage
• Implementation specifications
• Implementation of the management structure for your family’s wealth.
• Implementation of your investment policy, your legal and tax requirements for your philanthropic needs.

From there we will be able to create the necessary legal structures (trust, foundation, offshore company …) to secure your assets against intrusion and to discretely add value to your investments.

Once you meet with us, you will come to recognize that you have come to the right place. We can meet your specific needs with the support of established professionals in your country as well as in Israel. Your success, satisfaction and financial well-being are the cornerstones of our business.

For more information please call us at +972-3-643-7999 or email us at contact mail.