Many families in Israel — and around the world — hold valuable assets such as apartments, investment properties, businesses, and companies.
But when the time comes to plan what will happen to those assets in the future, especially when family members live abroad or hold foreign citizenship, the legal, tax, and logistical complexities multiply.
Without structured and strategic planning, families may face unnecessary taxation, cross-border legal complications, inheritance disputes, or outcomes that don’t reflect their true intentions.
Adv. Asaf Arazi-Bitton, a graduate of the Intergenerational Wealth Transfer Program at BDO College, specializes in building integrated legal frameworks for families in Israel — with a focus on foreign residents, dual citizens, and new immigrants (Olim Hadashim).
Together with trusted financial advisors, tax experts, and international consultants, we carefully design the right structure to protect your assets, bridge cross-border challenges, and ensure that your family wealth is transferred smoothly and efficiently — exactly as you envisioned.
Complex family assets and businesses call for a full, holistic intergenerational planning process, with other professional advisers involved where appropriate.
This includes planning who will handle personal, medical and financial matters if needed. Our guide to preparing an enduring power of attorney in Israel explains the choice of representatives, deposit and activation.
An opportunity to preserve your assets across generations, strengthen family ties, and ensure that the next generations enjoy the fruits of your success — in the best possible way.
