Israel Family Office Event To Be Held

DC Finance, a leading producer of financial conferences is pleased to announce that its 4th “Family Office and Wealth Management” conference will be held at the Tel Aviv Hilton Hotel on June 10th 2013.

The conference’s agenda addresses the complex and challenge issues faced by family members, Single Family Offices and Multi Family Offices in Israel. The agenda is constructed of three sessions in the following topics: Wealth Management and Investments, Family Business, and Family Office.

Conference topics include Single and Multi Family Offices issues, Trusts, Next generational transfer of wealth and business, Taxation strategies, Evaluation of service providers, Legal and accounting issues in family life, Philanthropy, Wealth preservation models, Investment alternatives, Family governance etc.

Participants at this discreet event will include ultra-high net worth and high net worth individuals, family office and multi-family office managers, family business owners and their representatives. Speakers will also include senior partners from legal and accounting firms and money managers from the domestic and international private banking sector.

Confirmed speakers include Mr. Jacob Burak , Chairman, Midot-Charities Evaluation and Assessment, Author | Mr. Elchanan Rosenheim , Managing Director, Profimex | Ron Hershco, Entrepreneur and Investor| Adv. Iris Leibovitch , In House Legal Advisor of an Israeli SFO | Mr. Shlomo Maoz , Chief Economist, Alfa Investments House, Forum Group | Ms. Nava Michael Tsabari , Academic Director, Family Business Program, Lahav-Executive Education, Recanati Business School, Faculty of Management Tel Aviv University, Strauss Family | Dr. Esther Luzzatto , Managing Partner, Luzzatto & Luzzatto, Patent Attorneys | Mr. Kfir Luzzatto , Managing Partner, Luzzatto & Luzzatto, Patent Attorneys | Ms. Steffi Claiden , Founder/Editor-in-Chief, Family Office Review | Dr. Tzipi Shperling , 2nd Generation, Arbel Geriatric Center | Mr. Ronn Torossian, 5WPR, leading PR Agency| Mr. James Burkitt , CEO, The Table Club, Australia | Mr. Rami Levy , First Generation, CEO and Owner, Rami Levy Chain Shivuk Hashikma | Ms. Yafit Levy Atias , Second Generation, Marketing Manager, Rami Levy Chain Shivuk Hashikma | Ms. Aliza Zana , First, Owner and CEO, Nitzan Ofir and Aliza Zana Public Relations Spokesman ship & Communications | Ms. Maya Zana , Second Generation, Head of Fashion and Lifestyle Department, Maya Zana PR (Subsidiary of Nitzan Ofir and Aliza Zana Public Relations Spokesman ship & Communications) |

Both local and international experts will be on hand to detail strategies, impart advice and shed light on issues of utmost importance to participants.

The conference will bring case studies of best practices to the complex family wealth management area and will enable experts and families to better understand and implement arrangements reflecting individuals’ and families’ desires.

More information may be found at

Filed Under: BusinessJewish business News


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