Private Wealth Law

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.