We are pleased to offer you an advanced and unique service provided privately for you and your family.
A top-tier professional who will help you track and manage your financial affairs, alleviate unnecessary worries, and allow you to focus on the things you love doing.
We offer you personal and discreet financial management, precisely tailored and responsible according to your needs.
Based on our experience, we have identified that both individuals and families can benefit greatly from having a private financial manager. A manager of your personal finances, who monitors and controls investments and liabilities, always looks at the big picture, and ensures that long-term planning is actually implemented. This is a person who is knowledgeable in matters of taxes, pensions, economics, and intergenerational wealth transfer, and who plans with you the steps and actions that will best benefit you and your family. You can rely on them for any aspect that is important to you, from private cash flow, monitoring and control of investments, management of bank accounts, handling of credit cards, and more.
Private CFO service provided by a team under the management of Dafna Ravid Barzily, Having accumulated decades of experience in providing financial management and financial consulting services to individuals and families. If you are interested, we have many private clients who would be happy to recommend our services.
Daphne will be happy to set up a team of professionals for you which will include, as needed, a financial manager, an accountant, and/or a bookkeeper. Each client is matched with a customized package of services according to their needs and priorities, relating to their personal profile and that of their family.
The following is a list of topics handled by Barzily's private wealth managers:
• Reflection, at any given time, of your personal capital (a kind of private balance sheet/statement of assets)
• Monitor investments and present periodic returns
• Thought partner in determining long-term investment strategy, taking into account family needs.
• Monitoring and execution of investments and cash flow in accordance with the chosen strategy.
• Managing relationships with investment portfolio managers, insurance and pension consultants, bankers, accountants, and the like
• Risk management, discussion of investment channels according to strategy, and tax planning.
• Locating investments in accordance with the strategy, including real estate, capital markets, private equity funds, self-managed provident funds, etc.
Bookkeeping (in a simplified but effective method) for private financial activity.
• Presentation of periodic reports including cash flow (past and future) and including an analysis of the use of private funds.
• Control over expenses, including credit cards, standing orders, premium payments, and their adjustment to changing realities, and more.
• Tax consulting and planning, monitoring personal taxation, including national insurance.
• Handling all matters of forms and paperwork involved in your accompaniment
The service includes:
• Working with investment houses in Israel and abroad
• Working with banks in Israel and abroad
• Work with an accountant
Taxation – consultation and work with external consultants
• Family pension and provident funds
• Monitoring and control with the insurance agent
Intergenerational transfer – consultation and communication with legal and other advisors in this context
• Address for all family members according to role definition and in case of disaster.
Real estate
Philanthropy
We invite you to contact us at any time to hear how our private CFO services can also benefit you. For details and more information, contact us.
