Semi-Annual Wealth Management Meeting

Tuesday, 16 November 2017, Tel Aviv

 

Venue: Tel Aviv Stock Exchange (TASE), Tel Aviv, Israel

Program: 08:30 – 09:30 Registration, 09:30 – 13:15 Seminar

Overview

Henley & Partners is proud to participate in DC Finance’s Semi-Annual Wealth Management Meeting on 16 November 2017 at TASE, Tel Aviv. With over 100 expected delegates in attendance, the meeting examines in-depth issues that challenge Israeli high net worth individuals (HNWIs).

DC Finance’s Semi-Annual Wealth Management Meeting will bring together an illustrious network of families and investors to explore one of the most influential investment sectors in the portfolios of HNWIs and Family Offices (FOs) alike – real estate.

Real Estate allocations remain a trending topic in discussions around investments. CNBC recently reiterated that point by citing Jenny Cosgrave (September 2015): “Property has been a mainstay of high net worth investor portfolios for decades, as can be seen in the soaring prices in prime real estate in capitals around the globe…[R]eal estate is still the wealthy investor’s go-to safe haven. Clients are still inquiring about real estate more than any other asset.”

DC Finance’s real estate and wealth management agenda, paired with a panel of distinguished keynote speakers, will guide attendees through a vast array of topics ranging from how to structure a deal, to market updates and forecasts providing each participant with the opportunity to cultivate and refine his/her own investment strategies.

Whether the real estate transaction is residential, commercial or industrial and whether it's direct investment or through a PE, REIT or investment bank fund, the Semi-Annual Wealth Management Meeting will cover all aspects of real estate investments.

Agenda

Purchasing Real Estate: A Gateway to an Alternative Citizenship or Residence
Marios Rafail
Head of Geneva Office, Henley & Partners Switzerland AG

Tax Issues in Asset Management
Yigal Rofeh
CPA, Managing Partner, Tax Division
Fahn & Co, Grant Thornton Israel

Full agenda and registration

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