IKGAI Trust is a Family Office and investment firm
that provides solutions in three investing spheres
Alternative investments, Real estate and Capital markets.
We provide comprehensive investment solutions and consulting in the domains of wealth management,
foreign investing, IRA, retirement and retirement taxation and inheritance, Israeli and international taxation, and more.
Every family we work with is unique, each with its own goals, aspirations, and preferences.
Therefore each financial planning process in which we engage is unique.
Over the years, we have worked with hundreds of families, gathering comprehensive knowledge, which alongside listening to your needs forms the foundation for our – and your – success.
At a financial crossroads?
That’s where we come in
We draft a plan based on goals that will put you on the path to growing your wealth, both private and corporate.
Our guidance focuses on all financial matters relevant to families
Retirement Planning
Inheritance Taxes
Changes in Personal Status
Family Businesses
Passing On Wealth
US Citizens
The opportunity
Alternative investments
An investment channel that belongs in every family's portfolio. Alternative investment dismantles the risk/opportunity dichotomy. Its volatility is very low compared to the capital markets, and its yields are comparatively high.
Alternative investments are a growing sector gathering momentum globally and in Israel, for three reasons:
- For years, low interest rates mean that there is no longer good reason to invest in bonds. Accordingly, there is a need for alternative ways to distribute debt between family investment portfolios.
- The capital markets are high risk and volatile, demanding diversification.
- Many Israeli families have amassed significant wealth, building smart portfolios that include alternative investments in addition to real estate and stocks.
