International Wealth Succession Planning

Benjamin Franklin once wrote: “In this world nothing can be said to be certain except death and taxes.” That is why we recommend to our clients that they plan ahead to protect their assets and their family’s inheritance.

With many families living scattered across different countries and continents, today’s financial planning decisions should be considered in an international context. This means taking into account currency fluctuations and tax regulations that may be relevant to different members of your family.

Many critical estate planning factors need to be considered in structuring a diversified international investment portfolio. Making the right decisions may require a constantly-updated understanding of the fiscal and legal requirements in a number of jurisdictions, which is why even the most ‘savvy’ investor may require assistance from an expert consultant with an international overview.

Anglo Capital Limited has this expertise and stands ready to help your family with your wealth succession planning, particularly if you or your heirs live in Israel.