High-Net-Worth Individuals

STL understands that the financial and tax needs of high-net-worth individuals differ from those of corporate entities, and we know how to tackle the unique challenges of managing significant personal wealth. We tailor our advice on personal income tax, estate planning, and international wealth management to suit your lifestyle, family needs, and long-term goals. Our discreet and personalized tax planning optimizes your tax position, ensures compliance across multiple jurisdictions, and establishes efficient tax structures for multinational families and international investments.

Our services for entrepreneurs are grounded in the recognition that each industry involves its own complexities. In our focus on the high-tech and startup sectors, we help you manage the tax aspects of equity compensation and organize your holdings for the best tax results when you sell your startup or take it public.

Services

Personal Income Tax Planning: We help you structure your personal finances to minimize tax liabilities, maximize tax benefits, and ensure compliance with tax laws. Our approaches include strategizing around “newcomer” and “returning resident” status; relocating employees’ needs, especially around employee benefit plans; and planning out the sale of assets that were purchased before the seller shifted residence either to or from Israel.

Estate and Gift Tax Planning: We assist you in structuring wills, trusts, and other vehicles so that you can transfer wealth to heirs or charities while minimizing estate, inheritance, and gift taxes.

Real Estate Tax Planning: We provide advice on property investment and development, with a focus on the tax implications of buying, holding, and selling real estate, both domestically and internationally.

Business and Corporate Structuring: We provide guidance on how to handle your business-related taxes efficiently.

Philanthropy and Charitable Giving: We show you how to structure charitable gifts and establish charitable trusts or foundations so that you can achieve your philanthropic goals while you benefit from tax deductions.

Audit and Tax Controversy Services: We represent and support you during audits by tax authorities, and we provide assistance in resolving disputes.

Articles

Shares versus Asset Deal in the Context of Purchasing IP Rights Located in Israel
Taxation of Real Estate Investments in Israel
The Advantages of an Israeli Family Company

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