WEALTH PRESERVATION

The constantly increasing level of volatility in global markets requires families with significant assets to place a  high priority on the task of wealth preservation.

We provide our clients with a wide range of plans and tools to achieve wealth preservation including:

 

- Dynamic asset allocation

- Tax planning, asset protection

- Diversifying investments into different global markets

- Investing in alternative vehicles with a low (or no) correlation to market volatility, while achieving attractive returns.

OUR SERVICES

Together, we build strategies and actively manage your family’s finances. As your trusted consultants, we can handle succession and a variety of family related challenges.

 
 
 

ASSET PROTECTION

Wealthy families and individuals should allocate resources to protect their wealth from potential creditors and those who may wish to try to gain access.

We have experience in creating appropriate structures to achieve this goal. We use both off-shore and on-shore solutions, which are chosen carefully to effectively protect  the assets of our clients.

SUCCESSION PLANNING

It is extremely important to put in place  a succession plan. The lack of this kind of plan could turn into a major risk for preserving the family's net worth for future generations.

However, the process of implementing an agreed and coordinated family succession plan has the potential to create tension among family members.

Our service is aimed at developing a family legacy which serves as a motivator for the family members to successfully bridge the generation gap and work in harmony.

RISK MANAGEMENT

Exposure to various risks is inevitable in the uncertain and volatile environment in which we operate.  The first stage in devising a risk management plan is to identify the specific risks which could impact the assets.

In many cases, the cost of completely avoiding a specific risk is prohibitive. Therefore, our goal is to manage the risks in order to mitigate their impact.

Each one of us has a different level of risk aversion.  Our aim is to manage the various risks in a way which ensures that they reflect the risk tolerance of each client.

 

TAX PLANNING

Tax planning is an important element in any financial plan and is applicable to almost everybody.  However, it means different things to each person and family.

In implementing a tax plan, we aim to mitigate the impact of various applicable taxes either by avoiding exposure to a certain tax or by planning the timing of a tax liability.

An effective tax plan may have a very significant impact on the returns of the assets portfolio and, in certain cases, is an important element in a wealth preservation plan.

In addition, any tax plan requires constant monitoring of legal and policy changes and analyzing their impact.

We introduce our clients to leading international tax advisors who provide them with the appropriate legal opinion and cooperate with us in implementing the tax plan.

 
 

INVESTMENTS

We manage our clients' investment portfolio in house, except for real estate investments, where we work in conjunction with reputable and experienced managers in the field. 

We invest in a wide range of financial vehicles traded in financial markets worldwide.

We ensure that the risk level of each portfolio reflects the specific risk tolerance level and investment horizon of each investor. Each investment portfolio we create and manage is tailor made.

In addition to fixed income and equity type investments we have access to a wide range of alternative financial products with little or no correlation to market volatility.

We also offer investments in private equity. We are able to offer unique investments in high-tech companies at various stages beginning from start ups through to companies planning an IPO.

ASSET ALLOCATION

Studies have proven that asset allocation is accountable for more than 90% of a portfolio's performance.

As investors' requirements change and market conditions vary – asset allocation needs to be adjusted.

Therefore we attribute significant importance to our dynamic asset allocation management which pulls together all the applicable services to our client.

REAL ESTATE

 

REAL ESTATE

In a low interest environment real estate investments may become more attractive. This investment category also adds diversification to the portfolio of our clients' assets.

We offer our clients a wide range of real estate investments which have different risk and return characteristics. 

Since real estate investments require professional know how and a proven track record, we carefully select the entities with whom we cooperate when introducing real estate investments to our clients.

HIGH TECH & STARTUPS

We offer our clients opportunities to invest in companies which belong to Israel's growing high tech sector.

 

This private equity investment activity covers a wide range of companies in various fields and stages – from angel and early stage startups to more established companies.

CHARITABLE GIVING 

Clients who wish to donate part of their wealth for philanthropic activities can benefit from our services.  We monitor  this activity on an ongoing basis.

We assist our clients in making sure that their donations are channeled towards enhancing the goals and legacy of the family. At the same time, we ensure they take   advantage of the tax benefits available for philanthropic contributions.

 
 

TERMS OF USE

General:

Access to and the use of this is subject to the provisions and terms set forth hereunder, and constitutes an unequivocal agreement to such provisions and terms and an undertaking to act in accordance therewith. The Terms of Use have been prepared in the masculine gender for convenience only and words importing that gender shall apply equally to the other genders.

 

Limitation of Liability:

The details presented on this website are for informational purposes only and should not be viewed as a proposal and/or advice to acquire/sell or hold financial assets in general or hold the financial product/s mentioned on this Website in particular.

 

The detailed descriptions herein are incomplete and insufficient for the purposes of making an investment decision. For different investors there is likely to be a range of different needs and goals, and therefore, it is incumbent upon each investor to match their investment/s to their specific and personal needs.

 

The distribution of the information contained in this Website in certain countries may be restricted by law and persons who access it. The information contained in this Website does not constitute an offer or solicitation in any jurisdictions in which such an offer or solicitation is not authorized.

Subscription for interests in any of the financial products, including structure products and mutual funds, mentioned in this Website is to be made on the terms of the relevant prospectus or offering document and no reliance should be placed on the information contained herein.

Information contained herein has been taken from sources considered to be reliable but no warranty is given that such information is accurate or complete and it should not be relied upon as such.

 

The use of the Website and of the information thereon is the sole responsibility of the user and the user hereby waives any demand, claim and/or action in connection with the information displayed thereon including any matters relating to its completeness, accuracy, authenticity, correctness, its being up-to-date and/or suitable for any specific need and particular purposes.

 

 Protection of information and Change of Use Provisions:

 

The user agrees that the information provided may be used by KIMFO for its own internal purposes. The user hereby agrees that KIMFO may use the information to send marketing material and also the user explicitly agrees and requests that such material be sent to him. KIMFO retains the right in its sole discretion to change from time to time the Website's Terms of Use provisions, without specific prior notice, and the user hereby waives any claim and/or action in connection with any such aforesaid changes. All changes will be binding on the user from the date published on the Website or from the date of receipt of notice thereof from KIMFO in any other manner, whichever shall be the earlier. 

Jurisdiction:

The use of the Website is subject to the laws of the State of Israel without regard to Private International Law provisions, and any claim and/or action regarding same brought in connection with the Website shall be decided in a court of competent jurisdiction in Tel Aviv, Israel, to which is accorded exclusive jurisdiction in all matters associated with the adjudication of any claims and/or actions whatsoever. It is hereby clarified that nothing in this clause shall be deemed as determining the Venue and Jurisdiction relation to the products mentioned in the Website.

 

LEGAL:

KIMFO Financial Strategies Ltd ("KIMFO") is engaged in investment marketing, and not in investment advising, as defined in the Israeli Regulation of Investment Advising, Investment Marketing and Investment Portfolio Management Law, 1995.

 

In order to provide its clients with financial products and services which are suitable for their requirements, KIMFO has created an affiliation with the following leading financial institutions ("Affiliated Institutions"):

Commerzbank, Tradition Securities & Futures OTC and Pictet & Cie .

 

In ensuring that the services provided by KIMFO to its clients involve financial products suitable for the clients’ requirements, KIMFO may prefer products which are issued by the Affiliated Institutions.

 

KIMFO has arrangements with the Affiliated Institutions allowing it to share fees received by the Affiliated Institutions with respect to the marketing of financial products (including mutual funds and structured products) provided by them.

Copyright:

The Website and all copyright with respect thereto is owned by KIMFO, including its name, design, the information appearing therein as well as its content belongs to KIMFO and to those third parties from whom KIMFO duly obtained permission. None of the information on the Website may be copied, duplicated, distributed, sold, changed or commercial use made thereof or be used commercially in any electronic or mechanical manner, or by any other means without KIMFO's express prior written authorization.