

WHO WE ARE
We are an ISRAELI based independent Investment and Consulting firm, who delivers HOLISTIC WEALTH MANAGEMENT AND FINANCIAL SOLUTIONS to its owners and clients – HNWI/UHNWI individuals and their families
Our MULTI-FAMILY OFFICE service surrounds our clients with full support in all their needs in Israel.
Our internationally experienced, flexible and focused team of professionals helps our clients reach EFFICIENT INTEGRATION IN ISRAELI BUSINESS AND FINANCIAL ECOSYSTEM
We preserve our clients’ wealth and then help grow it, by providing EXCLUSIVE ACCESS TO HIGH QUALITY INVESTMENT OPPORTUNITIES, handpicked by our team for members of SMARTGEN CIRCLE



SMARTGEN IN FIGURES
2017
Established
$500M+
have been entrusted to us since 2017
200+
Families became our clients
300+
Accumulated years of experience in finance, investments and banking
OUR SOLUTIONS

BANKING
OUR PRINCIPLE - PRIVATE BANKING LEVEL OF SERVICE FROM THE DAY WE MEET
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Opening an account in Israeli banks and brokers
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Professional preparation of KYC file for successful completion of the compliance procedure
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Supporting complicated financial transactions till full completion
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Best terms for our clients
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Coordination of all further communication
BANKING
ДЛЯ БАНКИНГА

INVESTMENT
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Get VIP access to leading Israeli Invest Houses, Real Estate deals and top-tier VC and PE funds
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Benefit from full coordination and administration of all investment processes
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Diversify and leverage on SmartGen scale to wave minimum investment requirements
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Receive best available terms secured for SMARTGEN qualified investors
INVESTMENT

WE FACILITATE YOUR BUSINESS RELOCATION AND ESTABLISHMENT
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Structuring
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Coordination of Israeli business entities establishment
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Corporate banking and compliance
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Turnkey operational support for Israeli companies
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Coordination of communication with law firms, accountants and tax advisors for solution of regulatory tasks
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Legal assessment of the company's tax liabilities considering business specifics and planned operations
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International tax planning
CORPORATE
CORPORATE
TAKE PART IN ISRAELI FINANCIAL ECOSYSTEM - GET ACCESS TO TAILOR-MADE INVESTMENT OPPORTUNITIES

WE HELP PRESERVE AND GROW YOUR WEALTH FOR YOU AND YOUR NEXT GENERATION
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Strategic wealth planning and structuring
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Israeli holding and trust structures
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Family company with special tax status
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Tax planning
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Inheritance planning and solutions
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Access to selected investments in Israel Capital Markets, Real Estate and Private Equity.
PRIVATE WEALTH
PRIVATE WEALTH

WE HELP YOU AQUIRE AND MANAGE YOUR REAL ESTATE POSESSIONS AND INVESTMENTS
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Property scouting
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Due Diligence
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Financing solutions
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Purchase facilitation
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Property management
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Rental services
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Property sales services
REAL ESTATE
REAL ESTATE

WE RESOLVE BEUROCRACY CHALLENGES, SO THAT YOU CAN FOCUS ON WHAT IS IMPORTANT FOR YOU AND YOUR FAMILY
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Secretary services and family administration
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Communication with authorities
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Coordination of cooperation with law firms, accountants, tax advisors and insurance agents
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Bookkeeping
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Tax residency
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Relocation and citizenship
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Healthcare, education
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Concierge services
FAMILY
FAMILY
MEDIA PRESENCE
OUR ECOSYSTEM
PARTNERSHIP AND REPUTATION ARE OUR MOST VALUED ASSETS
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Accountants and Tax advisors
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Top-Tier Private Equity and Venture Capital Funds
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Best in Practice Law Firms
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Leading Investment Houses and Asset Managers
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Private Banks and Brokers
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Lifestyle Management and Concierge Firms
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Real Estate Companies and Agents

OUR VALUES
PROFESSIONALISM
We focus on what we have expertise in. For the rest – we partner with the best.
We engage only in friendly transactions and work with talented teams to achieve best results for you
ALIGNMENT OF INTERESTS
As co-investors in our strategies, we have a strong alignment of interests with our clients
TRUE PARTNERSHIP
As a privately owned and managed company, we can focus completely on our clients’ success, without the distraction of outside shareholders interests
DUE DILIGINCE
We employ a structured DD process and steering committees, to assess risks vs. returns, while identifying the best asset managers, investment partners, clients and business opportunities
TRANSPARENCY
We share with you our knowledge and performance results
SERVICE
We are committed to the highest level of service. We perform full coordination with institutions in Israel and close service gaps in communication with them. We utilize advanced CRM system and Customer Success support tools and procedures to enhance our performance
НАШИ ЦЕННОСТИ

OUR TEAM
We take pride in the diversity of our employees' group, who bring sharp professionalism, warm communication and “can do” attitude.
We are united by shared values and the goal of achieving TOP results




MAYA KANTOR
VP Customer Success

AMICHAY DEJMAN
Real Estate Fund CEO
