PRN: Israel's Family Office and Wealth Management Conference, one of the Largest Events in its Field Worldwide to be Held on June 11th at the David Intercontinental Hotel, Tel Aviv

02/apr/2012 14:04:37 PR Newswire Turismo Contatta l'autore

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Israel's Family Office and Wealth Management Conference, one of the Largest Events in its Field Worldwide to be Held on June 11th at the David Intercontinental Hotel, Tel Aviv


TEL AVIV, Israel, April 2, 2012 /PRNewswire/ --

   Speakers include Ultra High Net Worth Family Members and Family Business Owners From Israel, Switzerland, England, Belgium and the US

DC Finance, a leading producer of financial conferences in Israel, is pleased to announce that its 3rd "Family Office and Wealth Management" conference is to be held in Tel Aviv on June 11th 2012 at the David InterContinental Hotel, while the opening cocktail will be held on June 10th. The event's website is

The conference's agenda is to address the complex and challenging financial, relationship and lifestyle planning issues faced by family members, Single Family Offices and Multi Family Offices in Israel. The agenda is constructed of three parallel sessions in the following topics: Wealth Management and Investments, Family Business, Family Office, Family Governance, Estate Planning, Philanthropy and Family Member's Case Studies.

"Israel's market is continuously growing due to four main reasons" remarked DC Finance CEO, Denny Chared. "First, Israel has new wealth coming from IPOs and entrepreneurial ventures mainly in the high tech sector; second, the country attracts high net worth Jewish people to relocate using a flexible tax regime. Also, as a young country Israel is reaching the 3rd generation stage, which is the generation that requires more consulting and guidance than any other and finally, together with a relatively strong and stable economy, we have a market that offers a great opportunity for international service providers in the wealth management arena".

Conference topic will cover:

  • Single vs. multi-family offices
  • The crisis of trust
  • Challenges of wealth and family business succession to next generation
  • Taxation strategies
  • Choosing and evaluating service providers
  • Legal and accounting issues in family life
  • Philanthropy
  • Wealth preservation models
  • Investment philosophies
  • Family Governance
  • Investments: Arts, Real Estate, Venture Capital, Commodities ETC.

Speakers include:

Mr Stephen Brenninkmeijer - Investor and Philanthropist, 5th generation of the Brenninkmeijer family - founders and owners, C&A Clothing Stores, Mr. Daniel Shakhani, Principal, GKAM Family Office, a part of the Lachman Family SFO, Revlon Founders, Mr. Yossi Shack - Past President of the Israeli Institute of Certified Public Accountants and Special Reorganization Advisor to the Carasso Family and Director at Mizrahi Tfahot Bank and Psagot Investment House, Mr. Gilad Tiefenbrun, CEO, AVCS (LINN),  Mr. Ivor Tiefenbrun, Founder & Owner, AVCS (LINN), Mr. IsraelEliahu, Founder of the Family Business Center Israel, The General Manager of Shlomo Eliahu Holdings Ltd., Dr. Joanie Bronfman, Consultant on the Emotional Issues of Wealth, Mr.! Jonathan Lidster, Co-Founder & COO, Global Partnership Family Offices/ Global Partnership & Associates, Mrs. Judith Stern Peck, Director of Money and Family Life project, The Ackerman Institute for the Family, Ms. Maya Natan, Director- Israel Office, Jewish Funders Network, Ms.NavaMichaelTsabari, Academic Director of Family Business Program at Lahav-Executive Education, Recanati Business School, Faculty of Management Tel Aviv University, Strauss Family,Mr. Patrick Liotard-Vogt, Chairman, A Small World, Ms. Shira Ruderman, Israel Director, The Ruderman Family Foundation, Ms. Steffi Claiden, Founder/Editor-in-Chief, Family Office Review, Ms. Raya Strauss Bendror, President and ! co-owner Strauss investment, Ms. Ifat Ginsburg, Founder and Managing Partner - Ginsburg & Co., Advocates, Mr. Edouard Thijssen, 5th generation member of the Belgian group Aliaxis and Founder & Business development, TrustedFamily (Younited SA), Mr. Kent M. Swig, President, Swig Equities, LLC and a 3G Family Member of the Swig Family, Mr. Sandy Loder - 5th generation of the Fleming family and Chief Executive, AH Loder Advisors, Ms. Candice Beaumont, Managing Director, L Investments, Single Family Office - The Lifschultz family, Ms. Wendy Craft, Vice President and General Counsel for the Shepperd Family, Mr. Shlomo Maoz, Alfa Investment House, Forum Group,

Both local and international experts will be on hand to detail strategies, impart advice and shed light on issues of utmost importance to participants. The conference will bring case studies of best practices to the complex family wealth management area and will enable experts and families to better understand and implement arrangements reflecting individuals' and families' desires. Participants at this discreet event will include ultra-high net worth and high net worth individuals, family office and multi-family office managers, family business owners and their representatives. Speakers will also include senior partners from legal and accounting firms and money managers from the domestic and international private banking sector.

Representatives from leading advisory agents including multinational banks, expert local family and multi-family offices, legal and accounting firms and behavioral psychologists are assisting in the planning of the conference as well as representatives of several ultra-high-net-worth families in Israel.

About DC Finance

DC Finance ("DCF") assists global firms in effectively gaining access to Israel's elite business sector using its unique position as a distinguished coordinator and developer of business conferences. DCF is the initiator of "The Semi-Annual Economic Conference", "The Going Public Abroad Annual Conference", "The Annual Securities Offering Convention", "The Kibbutz Industries Annual Economic Conference", "The Annual Family Office & Wealth Management Conference" (, "The Annual Corporate Finance Conference (" and "The Tel Aviv Annual Institutional Investors Conference" (

The firm has established itself as Israel's leader in sponsorship management, DCF represents the Israeli Institutional Investors Association, The Israel Bar, The Association of Publicly Traded Companies, The Kibbutz Industries Association and  The Israeli Management Center, The Israeli Medical Association, The Energy and Environment Institute and The Chamber of Tax Advisors.  

For more information, please visit:  

Company Contact:
Denny Chared
DC Finance Ltd.
Tel: +972-3-677-7701

Press Contact:
Yehuda Swizer
Item Media
Tel: +972-52-370-2844

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