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Case Studies From IsraelCase Studies From Israel

Cross-generation transitions of ownership, control and management of the family business.

15 Min Read
Kaplan1118

The state of Israel is a small country, about the same size as New Jersey in the United States. It’s located on the eastern shore of the Mediterranean Sea and has excellent access by air and sea to Europe, Africa, Asia and North America.1 It’s becoming an important jurisdiction for wealthy families. 

The Credit Suisse Research Institute’s Global Wealth Report of November 2017 found that there were 120,464 ultra-high-net-worth (UHNW) individuals in Israel in 2017.2 “Ultra-High-Net-Worth Israeli Individuals,” p. 49, shows how they’re divided. 

As is evident, Israel provides a fertile ground for both Israelis and foreign residents who wish to invest in the Israeli market and engage in business to increase their wealth.

Family Business Sold

Ket...

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About the Authors

Alon Kaplan

Alon Kaplan is an advocate with a private client practice in Tel Aviv, Israel.

Meytal Liberman

Meytal Liberman is an advocate in private practice in Tel Aviv, Israel.