Tax & Accounting Services
Tax & Accounting Services
Shine Global Family Office benefits from team members with the highest level of knowledge & expertise in Tax and Accounting matters.
We provide comprehensive and diversified tax consulting and structuring, with senior in-house personnel being ex-Tax Authority.
Both at a personal or corporate level the team is ideally placed to administer every aspect of your tax situation, including the submission and processing of Tax Rulings, and catering for your bookkeeping and accounting requirements.
Moreover, the broad reach of our extensive network means we have the ability to liaise with any overseas jurisdiction.
Integrated services
Integrated services
Shine Global Family Office offers a comprehensive and integrated solution for the most discerning client.
By analysing your multi-faceted needs, structuring your asset protection requirements, and utilising expert legal representatives, we are able to provide bespoke service and care. Benefitting from an extensive, long-established global network of financial institutions and law firms, we are able to cater for every jurisdiction relevant to the particular client situation.
The services we provide are delivered as part of an overall integrated strategy developed after consultation, thus delivering a seamless and all-encompassing solution.
Wealth Management & Asset Protection
Wealth Management & Asset Protection
Shine Global Family Office offers the first-class expertise and services of in-house senior Swiss bankers.
Comprising former MDs and CEOs of top-tier Swiss Banks who enjoy a long-standing relationship of active cooperation with the founders of Shine Global Family Office, the benefit is the expert and discreet management of the client’s assets, providing wealth management and preservation facilities.
Our private Investment Banking facilities are provided by a network of first-class international banks. We provide for the coordination of clients’ social, medical and personal needs, as well as their various day-to-day needs as requirements dictate.
We have selected the most suitable private Investment Banking institutions, building on decades of close cooperation at managerial level with some of the leading banks in the private sector in Israel and also internationally.
Shine Global Family Office also boasts a dedicated licensed Asset Management Company in Zurich, Alphen Asset Management AG, and a global network of corporate service providers of the highest repute, offering jurisdictional variety as may suit the specific family, corporate or individual needs.
Legal Services
Legal Services
As part of the framework of integrated services, clients of Shine Global Family Office benefit from the dedicated services of a separate and independent legal team.
From specialist Compliance experts to corporate legal services and general legal advice for families and individuals you will not have to look elsewhere for the legal expertise you need. Whether it is drafting a complex Family Settlement, a land acquisition, or a complex cross-border dispute, our legal team is able to deliver at the very highest level.
Practice areas include Trust and Corporate Structuring, International Tax and Estate Planning, Real Estate, Banking and Finance, Succession and Inheritance, Mergers and Acquisitions and Litigation.
Education and Health Education
Education and Health Education
To us, the value of being a dedicated Family Office means more than looking after structures and assets.
We never forget the most important thing – the family itself, and the need to protect and nurture it throughout the generations.
These values are central to Shine Global Family Office. That is why we also provide the best advice possible related to health and education, to assure you that these two most precious of commodities are guaranteed to your family now and in the future.
Real Estate Services
Real Estate Services
Shine Global Family Office boasts a dedicated in-house team of seasoned property experts with proven track records.
With major portfolio experience in Israel, the USA, UK and elsewhere, the team caters for every possible aspect of our clients’ Real Estate requirements.
Real Estate services encompass property development, management, disposals, acquisitions and leasing of both residential and commercial property.
The team is also extremely active in the project management of major ventures in both residential and commercial sectors, in Israel and in several vibrant countries, both developed and emerging.
Corporate Services Network
Corporate Services Network
From our 40 years of experience, we know that managing your affairs can involve the most varied situations,
which often go beyond personal matters and enter the corporate realm. Shine Global Family Office is therefore happy to provide a variety of Corporate Services.
As requirements arise, we can provide for the creation of Directorships, Corporate Secretaryships and Corporate Officers in a host of jurisdictions. We also facilitate Corporate Protectorships, Nominee and Escrow Facilities as well as comprehensive Accounting and Bookkeeping Services.
Fiduciary & Trust Services
Fiduciary & Trust Services
Shine Global Family Office also possesses an enviable set of resources when it comes to Trust and corporate holding structures.
This includes the exclusive use of our in-house licensed Trust Companies in Zurich (Alphen Trust Company AG) and other jurisdictions. This facilitates domestic (Israeli), international and cross-border tax planning at both individual as well as corporate and Trust levels.
