Private CFO – Individual Money Management that is Tailored to Your Needs

We are pleased to present to you a special, advanced service that is provided privately for you and for your family: A first-class professional that will assist you in handling and follow-up of financial matters. This will alleviate excess worries, and enable you to have the time for what you really want to achieve. We propose individualized, discreet money management that is professionally fitted to you in an exacting manner and in accordance with your needs.

On the basis of our experience, we have identified that individuals and families will gain great benefits if they have available to them a private money manager. This money manager, responsible for your personal funds, will perform follow-up and control of your investments and your liabilities, will always look at the "big picture," and will verify that there is long-term planning implemented when necessary. An individual who controls the tax, pension, economic and inter-generational issues while planning with you the steps and actions that will benefit you and your family in the best way possible will be accompanying and working with you at all times. You will be able to gain his assistance for all aspects that are important to you, commencing with your private cash flows, follow-up and control of investments, management of bank accounts, credit cards, etc.

The services of the private CFO will be rendered by a team under the leadership of Dafna Ravid-Barzily, who has accumulated vast experience in rendering money management services and financial consultation to private individuals and families. In the event that you are interested, there are many individuals who are Barzily clients and will be most happy to recommend this service.

Dafna will gladly establish for you a team of experts who will include, as necessary, a money manager, controller and/ or bookkeeper. For every client there is a basket of services that is adjusted to his needs and to the points that relate to his personal and family profile.

Following is a listing of items handled by the private money managers at Barzily:

 Transparency, during the entire span of time for your personal net worth (similar to a private balance sheet/ statement of net worth).

 Follow-up of investments and presentation of periodic yields.

•   A team that analyzes and determines long-term strategic approaches for investments while taking into account the family's needs.

•   Follow-up and performance of investments and of the cash flows in accordance with the stratagems that have been chosen.

•   Management of the links to the investment portfolios, to the insurance and pension consultants, to banks, accountants, etc.

•   Risk management, deliberation in regard to investment channels in accordance with stratagems and tax planning.

•   Identification of investments in accordance with stratagems, including real estate, capital markets, private investment funds, privately managed provident funds, etc.

•   Bookkeeping (utilizing a shorter, effective methodology) for private financing.

•   Presentation of periodic financial statements including cash flows (past and

  future) and including analysis of the utilization of private funds.

•   Control of expenses, including credit cards, standing orders, premium

  payments with their adjustment to the changing situations, and other.

•   Tax planning and consultation, follow-up of personal taxation, including the

  National Insurance Institute.

•   Handling of all forms and paperwork that are part of personal accompaniment.

  The service includes:

• Work vis- à -vis the investment groups in Israel and abroad.

• Work vis- à -vis the banks in Israel and abroad.

• Work vis- à -vis an accountant.

• Taxation – consultation and work vis-à-vis external consultants.

•  Pension funds and family provident funds.

• Follow-up and control vis-à-vis the insurance agent.

•   Inter-generational transfer – consultation and maintaining connections with

  legal advisors and others in this regard.

•   An address for the entire family in accordance with the parameters of the task

  and alternatives in case of accident, G-d forbid.

•   Real estate.

•   Philanthropy.

  We invite you to contact us at any time in order to hear how the services of a private CFO can improve and benefit your situation. For additional information and detail, we await your call.