About

Provided by Herzog Fox & Neeman

Herzog Fox & Neeman’s Private Clients, Trusts and Estates Department provides comprehensive legal support to high-net-worth individuals and families, both in Israel and internationally. The department handles both personal and private business matters, maintaining close relationships with foreign trustees and financial institutions across offshore and onshore jurisdictions.

The department advises on wealth preservation, estate and trust planning, asset protection, matrimonial agreements, philanthropic structuring, tax planning, and regulatory compliance. It also assists with voluntary disclosure of undeclared assets and negotiates bespoke tax rulings with the Israeli Tax Authority.

Clients include individuals and families, family offices, trustees, executors, heirs, guardians, charities, and financial institutions. The department regularly works with clients across multiple jurisdictions to provide responsive, long-term legal guidance.

Recent Work Highlights:

  • Leading voluntary disclosure programmes for clients with undeclared assets
  • Securing tailored tax rulings from the Israeli Tax Authority
  • Delivering compliance services for trusts and HNWIs—a rare offering among Israeli law firms

With expertise spanning taxation, family law, real estate, corporate law, and trusts, the department delivers integrated solutions in estate planning, matrimonial structuring, charitable planning, and fiduciary compliance.

Chambers Review

Provided by Chambers

Private Wealth Law - Israel

1
Band 1

What the Team is Known For

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

Notable Practitioners

Provided by Chambers

Meir Linzen
S
Meir Linzen
S
Senior Statespeople
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
1
Guy Katz
1
Band 1
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.

2
Anthony Leibler
2
Band 2
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

Provided by Chambers
Filter by
Band

Israel

Private Wealth Law

Meir Linzen
S
Meir Linzen
S
Senior Statespeople
Guy Katz
1
Guy Katz
1
Band 1
2
Anthony Leibler
2
Band 2

Members

Provided by Herzog Fox & Neeman