Identify needs – together we map out financial needs, goals and objectives and design an investment plan that focuses on the client’s short and long term needs.
Investment and project allocation – according to the client’s current needs, we allocate investments and projects that are in line with the client’s desirable returns, risk tolerance and timetables. This is achieved by preforming extensive due diligence and strategic negotiations, establishing partnerships with leading companies and projects worldwide.
Investment management – we monitor and oversee all aspects of the investment in order to provide our clients with everything they need in one place that will enable them peace of mind-
• Setting up tailored financial and tax structures considering nationality and regulatory issues
• Providing legal consultancy and support that will ensure the client’s best interest
• Banking and account management in Israel
Reporting – as part of our policy we believe in total transparency therefore we provide quarterly and annual reports detailing the investment performance and are able to provide ad hoc information at any time.
Once the investment term is completed, we will recommend potential investment opportunities with similar terms.