The author is the chairman of the Union of Financial Planners in Israel and the founder of The Service Financial Planning (F.P.) Ltd. (www.theservice.co.il).
The Service's areas of expertise are financial planning, wealth management and intergenerational wealth transfer. The Service works with affluent families in fulfilling their goals through the assets they have accumulated and will accumulate. It involves a continuous process of planning, executing & managing four basic items: Income, expenses, assets and liabilities, comparing them to the client's goals and objectives.