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You have unique personal, business and financial goals. Our tailored wealth planning solutions support you to reach them. With longstanding experience in investment structures, retirement and inheritance planning, our wealth planning specialists can help guide you on your journey.
Our wealth planning specialists can help put your wealth to work through:
We don’t give tax advice, but we will work with your tax and legal advisors to make sure your wealth planning takes everything into account.
Tax treatment depends on individual circumstances. You should seek independent tax advice.
With our 160-year track record of serving clients for the long term, our wealth planning specialists will be by your side to help you achieve your goals.
"Credit Suisse AG, including the services offered in Israel, is not supervised by the Supervisor of Banks at the Bank of Israel, but by the competent banking supervision authority in Switzerland. Credit Suisse Financial Services (Israel) Ltd. is a licensed investment marketer in Israel and thus, its investment marketing activities are supervised by the Israel Securities Authority."
