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  • Israel’s Family Office and Wealth Management Conference, One of the Largest Events in its Field to be Held on June 10th at the Hilton, Tel Aviv

    Published on May 14, 2013

    TEL AVIV, Israel : DC Finance, a leading producer of financial conferences in Israel, is pleased to announce that its 4th “Family Office and Wealth Management” conference is to be held in Tel Aviv on June 10th 2013 at the Hilton Hotel, while the opening cocktail will be held on June 9th. The event’s website is http://www.israelwealth.com.

    The conference’s agenda addresses the complex and challenge issues faced by family members, Single Family Offices and Multi Family Offices in Israel. The agenda is constructed of three sessions in the following topics: Wealth Management and Investments, Family Business, and Family Office.

    “Israel’s market is continuously growing due to four main reasons” remarked DC Finance CEO, Denny Chared. “First, Israel has new wealth coming from IPOs and entrepreneurial ventures mainly in the high tech sector; second, the country attracts high net worth Jewish people to relocate using a flexible tax regime. Also, as a young country Israel is reaching the 3rd generation stage, which is the generation that requires more consulting and guidance than any other and finally, together with a relatively strong and stable economy, we have a market that offers a great opportunity for international service providers in the wealth management arena.”

    Conference topics include Single and Multi Family Offices issues, Trusts, Next generational transfer of wealth and business, Taxation strategies, Evaluation of service providers, Legal and accounting issues in family life, Philanthropy, Wealth preservation models, Investment alternatives, Family governance etc.

    Participants at this discreet event will include ultra-high net worth and high net worth individuals, family office and multi-family office managers, family business owners and their representatives. Speakers will also include senior partners from legal and accounting firms and money managers from the domestic and international private banking sector.

    Representatives from leading advisory agents including multinational banks, expert local family and multi-family offices, legal and accounting firms and behavioral psychologists are assisting in the planning of the conference as well as representatives of several ultra-high-net-worth families in Israel.

    Confirmed speakers include Mr. Jacob Burak, Chairman, Midot-Charities Evaluation and Assessment, Author | Mr. Elchanan Rosenheim, Managing Director, Profimex | Adv. Ifat Ginsburg, Founder and Managing Partner, Ginsburg & Co., Advocates | Adv. Iris Leibovitch, In House Legal Advisor of an Israeli SFO | Mr. Shlomo Maoz, Chief Economist, Alfa Investments House, Forum Group | Ms. Nava Michael Tsabari, Academic Director, Family Business Program, Lahav-Executive Education, Recanati Business School, Faculty of Management Tel Aviv University, Strauss Family | Dr. Esther Luzzatto, Managing Partner, Luzzatto & Luzzatto, Patent Attorneys | Mr. Kfir Luzzatto, Managing Partner, Luzzatto & Luzzatto, Patent Attorneys | Ms. Steffi Claiden, Founder/Editor-in-Chief, Family Office Review | Dr. Tzipi Shperling, 2nd Generation, Arbel Geriatric Center | Dr. Joanie Bronfman, Consultant on the Emotional Issues of Wealth | Mr. Daniel Shakhani, Family Member of the Reichmann Family’s Operating Business and Principal of GKAM, The Single Family Office for the Founding Family of Revlon | Mr. Vladislav Burda, Founder and CEO Europroduct, President at Family Business Network Ukraine | Mr. James Burkitt, CEO, The Table Club, Australia | Mr. Rami Levy, First Generation, CEO and Owner, Rami Levy Chain Shivuk Hashikma | Ms. Yafit Levy Atias, Second Generation, Marketing Manager, Rami Levy Chain Shivuk Hashikma | Ms. Aliza Zana, First, Owner and CEO, Nitzan Ofir and Aliza Zana Public Relations Spokesman ship & Communications | Ms. Maya Zana, Second Generation, Head of Fashion and Lifestyle Department, Maya Zana PR (Subsidiary of Nitzan Ofir and Aliza Zana Public Relations Spokesman ship & Communications) | Mr. Rafi Swed, First Generation, CEO and Owner, Moked Emun | Adv. Lilach Swed, Second Generation, Legal Counsel, Moked Emun | Dr. Orenya Yafe-Yanai, CEO and Owner, A.M.I Family Business | Mr. Udi Adicha, Arica Ltd. | Mr. Erez Alroy, Second Generation, CEO and Owner, SHL Telemedicine.

    Both local and international experts will be on hand to detail strategies, impart advice and shed light on issues of utmost importance to participants. The conference will bring case studies of best practices to the complex family wealth management area and will enable experts and families to better understand and implement arrangements reflecting individuals’ and families’ desires.

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