First International Bank of Israel offers leading credit specialists for commercial loan applications. As a Platinum Customer, you will enjoy: • Direct contact with senior bank credit managers from the commercial and business departments; • Investment financing for development and expansion of own businesses; • Financing for acquisition of synergetic activities; • Financing and ongoing financial support for residential projects; • Financing for income-producing properties
Intergenerational Planning and Family Trusts
Opening a trust through U-Bank, Israel's leading trust company, helps you achieve complete peace of mind and ensure the well-being of your children and grandchildren for years to come. Some benefits include: • Intergenerational planning safeguards a family's hard-earned capital, creates a steady source of income for future generations and prevents disputes between descendants; • Funds are released according to predefined milestones, such as marriage, college studies, property acquisition or coverage of medical expenses; • Provisions are made for family members with limitations or disabilities; • Various alternatives to wills can be established to maintain the goals of a trust fund for multiple generations; • Alternative arrangements, in addition to prenuptial agreements, can be set up to safeguard family assets.
Life Plan Pension Consulting
In an environment of low interest rates, high management fees, frequent regulatory changes and a constant increase in both the quality and length of life, planning and achieving financial retirement goals have become extremely complex. We understand the need for monitoring and managing retirement and financial savings over time while adapting to changing needs in current consumption, pensions and inheritances. Our experts have extensive experience in the specialized field of senior pensions and offer comprehensive consultation services that include.
Comprehensive Guidance: After thoroughly reviewing all your assets, together with you, we identify the optimal solutions for your important l ife events and inheritance, as well as comprehensive plans for financial and pension-based risk management.
Objectivity: We examine all financial and pension products and choose the products that are best suited to your needs. Ongoing Consultation: You receive consultation throughout your lifetime, including monitoring your changing needs and personal status to ensure that your pension and financial provisions remain current and suited to your family and financial situation.
