The family office concept involves comprehensive,long-term examination of your total assets and current and future needs, strategic dialogue and in-depth support, including solutions for intergenerational planning and comprehensive risk management. After creating a detailed strategic plan, we meet with you on a quarterly basis and examine any changes in yourself or your family’s needs and goals, consider developments and innovations in the capital market, and, if needed, reconsider your investment portfolio and asset allocation. This unique model is characterized by open architecture, which identifies and recommends leading experts and solutions in a number of investment
fields in I srael and worldwide, and which utilizes a variety of financial tools as needed. All of this is accomplished while constantly reviewing costs and results. By adopting the Family Office concept, U-Bank regularly monitors your portfolio and provides you with focused, attentive and proactive service, at standards that can be found at the world’s finest banks.
