Israeli Annual Family Office & Wealth Management Conference 2012

DC Finance is honored to present the Family Office Wealth Management Annual Conference.

More than a 700 guests have attended DC Finance's 2010 Annual Family Office & Wealth Management Conference. 60% were high net worth individuals, 20% were senior legal and accounting firms partners and 10% were bankers and 10% were multi and single family offices members. for more info, please visit www.israelwealth.com.

The conference provides an annual meeting place for the Israeli wealth management community, affluent individuals and Family Offices’ members.

The by invitation only event will bring together senior members of the local family offices, wealth management firms, advisors, senior partners at legal and accounting firms, as well as affluent and high net worth individuals.

The Israeli market: We estimate that there are several thousands of relevant individuals in Israel that would find family wealth management appealing, especially after the last very fruitful decade that produced hundreds of young affluent individuals from the hi-tech and finance sectors. Also, as the largest foreign country in terms of IPOs on the NASDAQ, Israel has produced hundreds of new HNWI that either owned or worked for companies that went public.

Finally, Israel’s a very recent flexible tax regime has and still is attracting new ultra and high net worth individuals to relocate and transfer their assets into Israel.

According to Merrill Lynch and Cap Gemini’s World Wealth Report, the number of millionaires in Israel leapt 43% in 2009 to a total of 8,400 individuals with liquid assets of at least $1 million. The average high net worth individual in Israel had liquid assets of $5 million in 2009, and there were nearly 100 ultra-high-net-worth individuals and families with financial assets of at least $30 million.