Private Wealth and Cross-Border Tax Planning in a High-Enforcement, Global Transparency Era
The international tax and private wealth landscape has undergone a significant transformation in recent years. Expanding information-exchange regimes, increased regulatory scrutiny and heightened focus on individual and corporate mobility have reshaped the way internationally active families, founders and investment groups approach tax planning and asset structuring. In this environment, sustainable tax solutions are increasingly tested against substance requirements, evidentiary standards and real economic presence.
For internationally mobile individuals and families, tax planning today is inseparable from questions of residency, management and control, wealth migration and cross-border compliance. Effective advisory requires not only technical expertise in domestic tax law, but also a strategic understanding of how local regimes interact with global enforcement trends and reporting obligations.
It is within this evolving regulatory reality that Yaron-Eldar, Paller, Schwartz & Co. operates as a leading Israeli boutique specialising in Israeli and international taxation, private wealth planning, cross-border structuring and high-end tax controversy. The firm is recognised for combining technical excellence with strategic advisory capability, particularly in matters where private wealth, international mobility and regulatory scrutiny intersect.
The firm is led by a senior professional team at the forefront of Israel’s tax and private wealth market, including Adv. Tali Yaron-Eldar, former Commissioner of the Israel Tax Authority; Adv. Amit Gottlieb, a leading practitioner in private wealth, trusts and cross-border wealth planning; Adv. Rani Schwartz, managing partner and an experienced litigator in complex tax disputes, VAT and customs; and Adv. (CPA) Yoav Frenkel, whose practice focuses on international taxation, regulatory developments and information-exchange regimes.
Drawing on extensive experience in both the public and private sectors, the firm advises high-net-worth families, trustees, family offices, international investors and multinational groups on matters involving residency and relocation, management and control, international real estate, reporting obligations and substance-driven corporate structuring. A central focus of the practice is the design of resilient, well-documented tax frameworks capable of withstanding regulatory scrutiny while remaining adaptable to changing global standards.
Alongside its advisory work, the firm is deeply involved in tax audits, regulatory discussions and sophisticated dispute resolution, representing clients in negotiations with the Israel Tax Authority and in sensitive matters involving residence status, classification of income and cross-border activity. Its approach integrates strategic foresight with careful evidentiary preparation and a pragmatic understanding of enforcement realities.
In an era defined by transparency, mobility and heightened enforcement, private wealth and international tax planning demand more than formal compliance. They require credibility, strategic vision and an ability to align legal structures with economic substance. Yaron-Eldar, Paller, Schwartz & Co. continues to position itself as a trusted advisor to clients navigating the interface between Israeli tax law and the global regulatory environment.