Private Wealth Law
High Net Worth Guide 2024 : Israel
Band 1
Email address
[email protected]Contact number
+972 3 692 2020About
Provided by Herzog Fox & Neeman
Herzog's Private Clients, Trusts and Estates Department advises clients in both personal and private business matters. The group’s lawyers work with individuals and families, charities, trustees, guardians, heirs, executors, family offices and financial institutions both in Israel and abroad.
One of the department's goals is to provide comprehensive legal services tailored to the unique needs of HNW individuals and families. The team members represent clients in their personal and business matters in order to provide immediate and ongoing legal support. In addition, the team maintains close contact with foreign trustees and bankers, within many Offshore and Onshore jurisdictions.
Chambers Review
Herzog Fox & Neeman is well recognised in the market for its ability to advise on the full suite of private client matters. The team regularly assists with estate planning and wealth preservation strategies, as well as charitable matters, matrimonial agreements and enduring powers of attorney. The firm also has notable expertise in handling tax authority negotiations and compliance matters.
Strengths
Provided by Chambers
"Herzog Fox & Neeman have good understanding of economics and knowledge of the needs of the clients, especially in commercial matters."
"Herzog Fox & Neeman are very good at understanding US/Israeli issues. They have attorneys who can handle a wide range of matters."
"Herzog Fox & Neeman promptly and comprehensively handle complex international matters. The people have depth and breadth, and the teams are highly qualified."
"Herzog Fox & Neeman have good understanding of economics and knowledge of the needs of the clients, especially in commercial matters."
"Herzog Fox & Neeman are very good at understanding US/Israeli issues. They have attorneys who can handle a wide range of matters."
"Herzog Fox & Neeman promptly and comprehensively handle complex international matters. The people have depth and breadth, and the teams are highly qualified."
Notable Practitioners
Meir Linzen focuses his practice on international wealth planning matters for a range of Israeli and international high net worth clients, and has extensive experience dealing with intergenerational wealth transfers and the restructuring of family wealth and trust structures.
"Meir provides speedy solution to complex, cross-border matters, often with new approaches to complex issues."
"Meir is very skilled and understands situations involving the Israeli tax authorities well."
"Meir is very appreciated by anyone who deals with trusts and wealth management."
Guy Katz is recognised in the market for his depth of expertise. He is a qualified tax lawyer and accountant who handles tax authority negotiations, tax planning matters and complex family and intergenerational wealth transfer issues.
"Guy is very good at communication and understanding the client's needs."
"Guy is incredibly sophisticated and regularly comes up with creative and smart solutions to complex problems."
"Guy provides extremely sophisticated and high-level advice in complex matters. He is one of very few lawyers in Israel that is perfectly familiar with the taxation of trusts in US/Israel situations."
Anthony Leibler handles matters involving tax structuring, family offices and governance, as well as handling corporate structuring for closely held businesses. He is particularly focused on cross-border matters.
"Anthony is highly knowledgeable on trust and tax matters, in particular for cross-border matters. He has new ideas and thinks outside of the box."
"Anthony is a very talented lawyer."
"Anthony is thoughtful, thorough, wise and commercial."
Ranked Individuals at
Herzog Fox & Neeman
Israel