Wealth management for families, individuals and corporations

Financial security and peace of mind.

Our services

Administrative Services

We take care of coordinating with your lawyers, bankers, accountants, and other professionals so that you can focus on what matters most.

Intergenerational Wealth Transfer

Wills and estate planning
Estate administration

Investment and Financial Management

Stocks, bonds, and alternative investments
Tax optimization
Pension planning

Why choose us?

We do not accept commissions from any third party

This means you can trust that our investment recommendations and service providers are chosen solely for your benefit.

Tailored solutions for senior investors

We specialize in developing dedicated financial strategies for clients over the age of 60.

Global asset transfers and international investments

Whether you are looking to transfer funds abroad or explore global investment opportunities, our team handles everything: from selecting the destination country, to opening accounts, managing taxation, and ongoing oversight. Our clients enjoy low fees and outstanding service when opening accounts in Switzerland, the UK, and beyond.

“We made Aliyah from France with significant assets still held abroad, and we needed someone local we could truly rely on. Liron supported us throughout the entire process, from transferring capital to Israel to opening premium bank accounts and navigating Israeli banking regulations. Having one professional team handling everything gave us the sense that we were in good hands from day one.”

David S.

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

052-8330790

liron@legacytlv.com

Azrieli Sarona Tower
121 Menachem Begin Road
Tel Aviv - Yafo