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 – wealthy individuals and their families.
Our Multi-Family Office service surrounds our clients with full support in all their needs in Israel.
WHAT WE DO
Our internationally experienced, flexible and focused team of professionals helps our clients to 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.
500 m NIS
Have been entrusted to us for relocation of capital to Israel
>300 families
Became our clients
9 out of 10
Clients become loyal long term partners
OUR TEAM
We are proud of our diverse employee team, bringing professionalism, mutual respect, shared values and a common goal of achieving the best possible results to the company.
АННА БАРЕКЕТ
Head of Wealth
ПАВЕЛ ОЙГМАН
АНДРЕЙ ВИНОГРАДОВ
Senior Financial Manager
АЛЛА ЛИПКИН
Head of Administration
ИНЕССА НЕЙМАН
Senior Relationship Manager
ДАРЬЯ ВАСИЛЬЧЕНКО
Senior Relationship Manager
АНАСТАСИЯ МАГАЗАНИК
Senior Relationship Manager
ЕЛЕНА ЧАЙКОВСКАЯ
Senior Relationship Manager
АЛЕКСЕЙ СОБИН
Head of Partnership Programs
ПОЛИНА ЛЕБЕДЕВА
Media Coordinator
ПОЛИНА НИКОНОВ
Head of Networking
ЕВГЕНИЯ СТОЛЯР
Chief Accountant
We focus on what we have expertise in.
For the rest – we partner with the best.
OUR ECOSYSTEM
Partnership is our approach to doing business.
Long-term, trusted relationships with top-tier partners who share our values and commit to our common success.
We cooperate with institutions and corporates who believe, like us, that that business collaborations can help resolve social challenges in Israel. These values have been fundamental to our success from the very beginning; as we grow, they will only become more important.
BEST IN PRACTICE LAW FIRMS
BIG FOUR ACCOUNTANTS AND TAX ADVISORS
PRIVATE BANKS, BROKERS AND FINTECH PLATFORMS
LEADING INVESTMENT HOUSES AND ASSET MANAGERS
REAL ESTATE COMPANIES AND AGENTS
TOP-TIER PRIVATE EQUITY AND VENTURE CAPITAL FUNDS
LIFESTYLE MANAGEMENT AND CONCIERGE FIRMS
OUR SOLUTIONS
-
MYTH: BANKS IN ISRAEL DO NOT ACCEPT RUSSIAN CONNECTED MONEYFACT: Banks in Israel accept all assets, with clear and legal path of origin, supported by professionally prepared KYC file.
-
MYTH: BANKS IN ISRAEL LIMIT THE MOBILITY OF RUSSIAN CONNECTED MONEYFACT: Israel has not imposed official sanctions on Russian connected money, Banks in Israel abide to the laws.
-
MYTH: ONLY RESIDENTS CAN OPEN A BANK ACCOUNT IN ISRAELFACT: It is possible to open an account and transfer funds for a non-resident. We successfully handle such cases.
-
MYTH: INVESTMENTS IN ISRAEL ARE HIGH RISKFACT: Israeli economy is one of most stable in the world, rated A (S&P) and #19 in the world. It performed far better during economical crisis than European and US economies. Israeli Shekel is the most stable currency in the world.
-
MYTH: ISRAELI BANKS ARE NON-MODERN AND PROVIDE LIMITED INVESTMENT POSSIBILITIESFACT: Banks in Israel provide same variety of investment instruments, as in European and US bank. It’s true that they still have a way to go in modernization in many other ways…
-
MYTH: IT IS IMPOSSIBLE TO RECEIVE HIGH LEVEL BANKING SERVICE IN ISRAELFACT: We at SmartGen work only with selected Private banking entities, who provide high level of service to our clients. We bridge all service gaps, for our client best experience.
-
MYTH: ONLY RESIDENTS CAN INVEST IN ISRAELFACT: Israel has not imposed official sanctions on Russian connected money, Banks in Israel abide to the laws.
-
MYTH: INVESTOR PAYS HIGH TAX ON THE PROFITFACT: For new Israeli residents, all profits on passive income from abroad bear 0 tax, EVEN IF THE INVESTMENT IS MADE FROM Israeli bank. Wise tax planning in each personal case will allow optimization.
-
MYTH: INVESTMENTS IN ISRAELI HI-TECH START-UPS ARE ALWAYS HIGH RETURNFACT: Israel is known as START UP nation, with hundreds of new start-ups emerging every year. However no more than 10% will succeed and those are usually identified and “taken” by professional big institutional investors and Venture Capital funds. SmartGen clients use our scale and access to Top tier VC funds and get the opportunity to co-invest with professionals.
-
MYTH: INVESTMENTS IN ISRAELI REAL ESTATE ARE LOW RETURNFACT: Israel has permanent and constantly increasing deficit of residential property as opposed to the natural demand, promoting consttant prices rise. 2023-2024 are rare opportunity years to enter the market at low point, as current high interest rates cause singular point drop in prices, which will return to grow again in 2-3 years.