The Service Wealth Management

The Service aims to be the leading company in Israel in the fields of wealth management and financial planning. The group helps its clients to achieve their goals over time, through professional and multidisciplinary wealth managers, who are entrusted with managing all of our clients financial areas. After almost a decade of activity, The Service is the leading company in Israel, managing a volume of assets of more than NIS 10 billion for hundreds of wealthy families. Our services include family asset management, construction and cash flow management, tax planning, risk management, intergenerational planning and transfer of wealth, retirement planning, and more. in addition to our wealth management services, The Service Group has 3 main subdivisions: Plan-T | IMPACT | FPI About PLAN-T: Plan-T is a unique propriety financial assets management platform designed for the financial professional (whether: investment houses, financial planning companies, wealth managers, family off...