Defining investment strategy
Crafting a long-term asset allocation investment strategy, tailored to the client’s needs and to the family’s capital structure.
Investment analysis – oversee and conduct thorough due diligence of investment opportunities – Private /Public /Alternative.
Real estate – valuation, appraisal, and selection of real estate investments in Israel and abroad.
Specific investment appraisals at the client’s request, including written and detailed recommendations.
Supervision and control
Oversight and control – oversee commissions, management fees, financial settlements, trust interests, and benefit renewal.
Publish detailed property appraisal reports based on an advanced appraisal system exclusive to Maven WM and accessible online.
prepare data and tax reports for tax consultants and accountants and provide guidance regarding international taxation and reducing tax on redundancy payments.
Contacting lawyers specializing in inheritance law and professional consultation in will-writing.
Client representation and negotiation with the various financial institutions and business entities.
Contacting known trusts firms, local and worldwide. In addition, we advise on establishing trust funds.
Building prenuptial agreements in collaboration with free lanced legal consultants.
Inter generation planning
Financial and business education for 2nd and 3rd generations of the family. Aiding in and re organizing family assets in addition to planning and transferring assets within the family’s units.