Our services
Investment and Financial Management
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Stocks, bonds, and alternative investments
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Tax optimization
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Pension planning
Investment and Financial Management
-
Stocks, bonds, and alternative investments
-
Tax optimization
-
Pension planning
Investment and Financial Management
-
Stocks, bonds, and alternative investments
-
Tax optimization
-
Pension planning
Why choose us?
100% objective - we work only for you
We are a fiduciary-model family office. We do not take commissions from third-party providers, banks, or investment houses. Our sole duty is to you, ensuring our advice on investments and providers is always unbiased.
Exclusivity & dedication
We are a boutique firm by design. We work with a limited number of families to ensure that every client receives our full attention, rapid response times, and proactive care.
Why choose us?
Administrative & "Ambassador" Services
Moving to Israel requires navigating systems often closed to those who don't speak the language or know the "rules." As your ambassadors, we handle all work with government offices, lawyers, and accountants, acting as your local representatives in every room.
Boutique Real Estate & "Soft Landing"
Finding the right home is a specialized journey. We represent you - not the seller - to locate premium properties (often off-market) in Tel Aviv’s most sought-after neighborhoods.
Intergenerational Wealth & Estate Planning
We ensure your legacy is protected across borders. From drafting dual-jurisdiction wills to managing estate transitions, we provide the legal and financial framework to protect your family’s future in Israel and abroad.
Our leadership
Liron Fendell, Attorney, MBA
With over 15 years of experience in managing complex transactions and a deep understanding of the capital markets, Liron leads Legacy Tel Aviv with a strong commitment to delivering exceptional financial solutions.
Before founding Legacy Tel Aviv, Liron served as a commercial attorney at Fischer & Co. Law Firm and held the position of CEO at a publicly traded company.
At Legacy Tel Aviv, Liron collaborates with a highly skilled and experienced team of professionals, including investment advisors, alternative investment experts, insurance agents, accountants, and tax consultants.
Our team deeply understands the unique needs of families and corporations and strives to build long-term partnerships based on trust, transparency, and excellence in service.
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Legacy
Tel Aviv
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