Ben Ari Fish, Law Firm provides comprehensive legal counselling services in the area of family wealth management and intergenerational transfer of enterprises and other family businesses.

The team specializing in this field has extensive years of experience in family wealth management and its intergenerational transfer. This legal service aims at helping our clients further their objectives in managing and planning their family wealth.

Family wealth management and its transfer to future generations is similar to inheritance arrangements, as it arranges the distribution of assets and wealth to offspring, generally after an individual’s death, according to their wishes, views and preferences, and in accordance with the needs of their family. However, the transfer of family wealth to future generations is a broader and more complex process than writing a will.

Unlike ordinary inheritance, which establishes specific and fixed distribution, the transfer of family wealth to future generations is a more complex process that allows for dynamic changes in the transfer of the wealth according to the testator’s personal choices and preferences, while taking into account such considerations as taxation, protection of a family business, increase of profits and more. The transfer of family wealth to future generations involves addressing numerous aspects pertaining to distribution of the capital and the personal wealth, such as tax and legal aspects, as well as the personal relations between the family members and their individual needs. The transfer of family wealth to future generations is necessary in order to optimally execute the transfer of funds and assets in accordance with statutory and tax provisions.

The team of attorneys, led by Adv. Heli Dankner , has vast and varied experience in family wealth management and in the intergenerational transfer of such wealth, including drafting trusts, family charters, gift agreements, inheritance agreements and more.

Family wealth management and its intergenerational transfer is a sensitive matter, and its handling requires broad legal, administrative and planning knowledge alongside interpersonal skills and sensitivity in handling and managing this process.