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Case studies from Israel - family wealth transfers
The International Family Offices Journal
Vol. 2 - Iss. 3 pp. 29–38
Mar 2018
The authors, lawyers based in Tel Aviv, present some actual family cases from Israel. Some managed successful wealth transfers; some did not turn out as well. All are instructive. Each family's approach is analysed. Some chose to sell early to prevent disputes, others ended up in court, and some used advanced planning for a successful transition. The authors include suggestions for a number of helpful legal solutions under Israeli law: shareholder agreements, constitutions, wills, trusts and several others.