19/05/2025
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Accounts Platinum Banking The family office concept
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Digital Banking

  • Mobile services
  • Online Banking

Private Banking

  • Private Banking Services

Platinum Banking

  • Pleased to meet you
  • The family office concept
  • Exceptional Service
  • Platinum services
  • U-bank platinum branches

The Family Office Concept


  • 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.

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