Yaron-Eldar, Paller, Schwartz & Co

Chairman:Mrs. Tali Yaron Eldar

Managing Partner:Rany Schwartz

Number of Senior Partners:2

Number of partners:8

Number of lawyers and interns:10

Languages:English, Hebrew, Arabic, Spanish.

YΞTax (Yaron-Eldar, Paller, Schwartz & Co.) is a leading Israeli law firm specializing exclusively in taxation, with a strong reputation for advising high-net-worth individuals, families, and trustees on complex private client matters. Founded by Tali Yaron-Eldar, former Commissioner of the Israel Tax Authority, the firm has been consistently ranked among the top tax firms in Israel and internationally (Chambers and Partners, DUN’s 100, BDI, Legal 500).

With offices in Giv’atayim-Tel Aviv and Haifa, our firm serves domestic and international clients, offering discreet and highly personalized advisory services in all areas of taxation relevant to HNW individuals. We have a dedicated Trusts and Wealth Management Department, recognized for its work in intergenerational wealth transfer, private wealth structuring, and international trust taxation. Our team regularly advises foreign trustees, family offices, and Israeli financial institutions, including major banks, on the structuring, administration, and taxation of trusts involving Israeli beneficiaries or assets.

Our multidisciplinary team of over 20 experienced tax professionals—including attorneys and CPAs—offers strategic guidance on personal tax planning, business succession, philanthropic structuring, and cross-border compliance. We are particularly well known for our in-depth understanding of Israel’s evolving tax landscape and our ability to deliver tailored, forward-looking solutions that align with the long-term goals of our private clients.

• Intergenerational Wealth Strategy & Family Wealth Management
• Trusts, Estates & Private Clients' Wealth Planning
• Advisory to International Trustees
• High-Net-Worth Tax Planning & Global Structuring
• Business Succession Planning & Exit Advisory
• Philanthropic Planning & Charitable Structuring
• Continuous Professional Leadership & Industry Engagement

At YΞTax, we specialize in advising high-net-worth individuals and families on the transfer and preservation of wealth across generations. We understand that effective succession planning is more than just a legal process—it requires sensitivity to family dynamics, values, and long-term governance. Our firm provides sophisticated tax planning and structuring services to ensure that family wealth is protected and passed on in a secure and tax-efficient manner. We advise on the use of trusts, family holding companies, and other vehicles to create robust intergenerational frameworks that minimize tax exposure while supporting family unity and continuity. Our approach is always highly personalized, ensuring that each solution reflects the specific needs, goals, and legacy aspirations of the family.

Trust and estate planning is a cornerstone of our private client practice. We work closely with individuals, families, and fiduciaries to design tailored estate plans that include complex trust structures, wills, and cross-border strategies. Our team advises both Israeli and international clients on the legal and tax aspects of trusts, including compliance with Israeli law, reporting obligations, and planning for beneficiaries. A significant part of our practice is devoted to advising foreign trustees on their obligations and planning opportunities under Israeli tax law. We are also proud to serve as trusted advisors to Israel’s leading banks, providing specialist counsel on the taxation and structuring of trusts, particularly in cross-border contexts. Our deep understanding of trust taxation and multijurisdictional planning allows us to deliver highly technical and practical advice in this evolving area.

We offer specialized tax advisory services to foreign trustees managing trusts that involve Israeli settlors or beneficiaries, or that hold assets connected to Israel. Our team is highly experienced in navigating the Israeli tax implications of foreign trusts, including reporting obligations, classification issues (Israeli vs. foreign resident trusts), and structuring options to optimize tax outcomes.

We provide ongoing support to trustees, fiduciaries, and legal counsel abroad, helping them ensure compliance with Israeli law while maintaining the integrity of the trust structure across jurisdictions. This expertise has made us a go-to resource for international trustees requiring reliable and sophisticated Israeli tax counsel.

We are widely recognized for our strategic and forward-thinking approach to tax planning for high-net-worth and ultra-high-net-worth individuals, including business owners, public figures, and family offices. Our strength lies in our ability to deliver bespoke tax strategies that address complex personal and financial circumstances, always with a high level of discretion and confidentiality. We provide comprehensive advice on income tax, capital gains tax, inheritance and gift tax, and international tax matters, including residency and domicile planning, expatriation, and asset structuring across jurisdictions. Our team of seasoned tax attorneys and CPAs brings extensive experience in handling multi-layered, cross-border holdings and navigating the challenges of global mobility, wealth protection, and compliance.

We support business owners and family enterprises in designing and implementing effective succession and exit strategies. Whether passing a business to the next generation or preparing for a sale, we provide holistic legal and tax advice to ensure continuity, minimize friction, and protect the client’s financial legacy.

Our services include structuring family governance mechanisms, planning for tax-efficient transfers of shares or assets, and coordinating personal and corporate planning objectives.

We work closely with founders and shareholders to manage leadership transitions and develop personalized strategies that balance business goals with family harmony.

Our firm regularly advises clients on the establishment and operation of philanthropic vehicles, including private foundations, charitable trusts, and donor-advised funds. We help our clients align their philanthropic vision with effective legal and tax structures that maximize impact while ensuring regulatory compliance and long-term sustainability.

Our guidance is grounded in a deep understanding of both the technical and human dimensions of charitable giving, enabling clients to make a meaningful difference while preserving their legacy.

At YΞTax, we are committed to ongoing professional excellence and thought leadership. Our team regularly conducts advanced training courses for attorneys and CPAs on topics such as 'trust taxation', 'intergenerational planning' and even 'relocation'. We actively contribute to the professional tax community through participation in key industry bodies, including the Israel Bar Association’s tax committees. This engagement keeps us at the forefront of legal and regulatory developments and enhances our ability to deliver cutting-edge, informed advice to clients. Our dedication to education and leadership reflects our role as a leading voice in Israel’s private client tax landscape.