ANALYSIS

Alphen’s experts will evaluate any existing structure, risk portfolio and investment objectives – income, growth or a combination of the two.

CONSULTATION

Overview and analysis of each situation by the Legal team, Trust team, Foundation team, Corporate team and other Family Office component advisors, as appropriate, including Tax Consultants, Property Consultants, Accounting and Bookkeeping Services, and others. We are dedicated to understanding your particular needs, and experienced in devising optimal structures and solutions.

ADVISORY

We will devise a bespoke investment programme for each of our clients, tailor-made to your individual and specific needs, risk profile, stage of life, generational planning considerations, currency of choice and any other relevant preferences.

BANKING

Placing our clients with one or more of several first-class international Private Banks with whom Alphen has long-established relations at the most senior managerial level.

ADMINISTRATION

We handle all account opening and other procedural requirements, including requisite due diligence, compliance and KYC procedures.

OUTSOURCING

Where appropriate, to immediately available international and Israeli law firms, Trust Companies, Foundation agents, Tax Counsel, Accountancy Services, Network of Corporate Service providers and an umbrella Family Office (Israel).

SOFTWARE ACCESS

We have an access to a broad infrastructure of software and know-how made available by the banks and institutions with which Alphen operates as an independent regulated Asset Manager.

INVESTMENT PLACEMENT

Of investment orders and instructions on a regular, active basis according to your specific investment goals.

FINANCIAL ENGINEERING

Management of each of our clients’ accounts and investment portfolios on a day to day basis; re-balancing as circumstances demand, in active consultation with you or your family.

CONCIERGE SERVICES

We also have extensive experience and know-how in the coordination and organization of family medical, educational and other personal needs.