ABOUT YUD ALEPH
YUD ALEPH Family Office is dedicated to providing personalized financial and legal services to high-net-worth individuals and families. Our team is committed to understanding the unique needs of each client and delivering tailored solutions to help them achieve their financial goals. With a focus on discretion, strategy, and deep connections within Israeli and Swiss financial networks, we ensure that our clients' wealth is well-protected and positioned for growth.
Our Services
Tailored Solutions for High-Net-Worth Clients
GLOBAL INVESTMENT SOLUTIONS
We design and manage tailor-made investment portfolios, aligned with your financial goals and risk profile.
Through our direct access to Swiss investment platforms and world-class asset managers, we open the door to exclusive mandates, global opportunities, and independent advisory free from conflicts of interest.
FAMILY OFFICE
SERVICES
Our Family Office division serves as a trusted partner for families navigating complexity. We oversee global assets, coordinate succession planning, and offer access to exclusive financial solutions all within a discreet, multi-generational framework.
WEALTH STRUCTURING
Our cross-border wealth structuring services are aimed at optimizing the financial position of our clients across multiple jurisdictions. We provide comprehensive solutions to preserve and grow wealth while ensuring compliance with relevant legal and tax regulations.
LEGAL ADVISORY
In the complex landscape of finance and law, our team provides expert legal advisory services, offering strategic counsel and guidance to navigate the intricacies of international regulations and compliance, safeguarding our clients' interests at every turn.
MULTIGENERATIONAL PLANNING
We specialize in developing multigenerational wealth transfer strategies to ensure the seamless transition of assets and values across generations. Our approach involves creating customized plans that align with the long-term financial aspirations of our clients and their families.
TAX PLANNING
Our tax planning services are tailored to optimize the financial position of our high-net-worth individuals and families, ensuring compliance with international tax laws while maximizing opportunities for tax efficiency and preservation of wealth.
Trusted Custodian Partners
Independence backed by strength.
We work with top-tier banks to ensure seamless, discreet, and cross-border management of your assets.
Contact
We supports high-net-worth individuals and families seeking advanced solutions in wealth management, financial planning, asset allocation, taxation, and intergenerational wealth transfer all under one holistic umbrella.
Every inquiry is handled with complete discretion and a commitment to highly personalized service.