The Service Wealth Management Information

The Service aims to be the leading company in Israel in the fields of wealth management and financial planning. The group helps its clients to achieve their goals over time, through professional and multidisciplinary wealth managers, who are entrusted with managing all of our clients' financial areas. After almost a decade of activity, The Service is the leading company in Israel, managing a volume of assets of more than NIS 10 billion for hundreds of wealthy families. Our services include family asset management, construction and cash flow management, tax planning, risk management, intergenerational planning and transfer of wealth, retirement planning, and more. in addition to our wealth management services, The Service Group has 3 main subdivisions: Plan-T | IMPACT | FPI • About PLAN-T: Plan-T is a unique propriety financial assets management platform designed for the financial professional (whether: investment houses, financial planning companies, wealth managers, family offices, independent financial planners, pension agents, and investment advisers.) Its uniqueness is based on the ability to see your clients' whole financial information in a simple way and in one place. The platform is intended for investment houses, financial planning companies, wealth managers, family offices, independent financial planners, pension agents, and investment advisers. Link: https://www.plan-t.org.il/ • About FPI: FPI is the first company in Israel in the field of financial planning and wealth management and provides a wide range of solutions from Israel to hundreds of customers with the financial capital of NIS 3 million or more. Link: https://www.fpi.org.il/ • About IMPACT Fund of Funds: IMPACT brings to the Israeli investment world an innovative concept in everything related to the selection, execution, and management of alternative investments. Link: https://impactcapital.co.il/