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WHO WE ARE

WHO WE ARE

We are an independent international MULTI-FAMILY OFFICE.

 

We help our owners and clients - HNWI/UHNWI and their families – to navigate their way in WEALTH MANAGEMENT, GROWTH AND SUCCESSION, beyond borders and limitations. Our internationally experienced and flexible team of professionals provides tailor-made creative solutions to individuals, companies and capital in movement. In this volatile world our goal is to ensure the security of your family well-being - today and tomorrow.

All our instruments are at your service under one strong and reliable tree crown - International Banking, Wealth Strategic Planning, Exclusive Investments, Real Estate, Legal Structuring, Tax optimization, Business relocation, Lifestyle and Succession Planning.

NAVIGATING WEALTH BEYOND BORDERS

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SMARTGEN
IN FIGURES

2017

Established

$500M+

Have been entrusted to us since 2017

200+ 

Families became our clients

300+

Accumulated years of experience in finance, investments and banking

WHAT WE EXCEL AT
WHAT WE DO

OUR SOLUTIONS

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BANKING

WE ARE COMMITTED TO PRIVATE BANKING LEVEL OF SERVICE

  • Opening accounts in banks and brokers worldwide

  • Professional preparation of KYC file for successful completion of the compliance procedure

  • Facilitation of complicated financial transactions till full completion

  • Best terms for our clients (deposits, fees, credits, mortgage)

  • Coordination of all further communication (credit cards, transactions, questions, reports)

BANKING

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INVESTMENTS

WE UNLOCK ACCESS TO HANDPICKED INVESTMENT OPPORTUNITIES

  • VIP access to leading Invest Houses, Real Estate deals and top-tier Private Equity and Venture Capital investments

  • Full coordination and administration of all investment processes

  • Diversification and leverage on our scale to wave minimum investment requirements

  • Best available terms secured for our qualified investors

INVESTMENTS

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REAL ESTATE

WE HELP YOU AQUIRE AND MANAGE YOUR REAL ESTATE POSESSIONS AND INVESTMENTS

  • Property scouting

  • Due Diligence

  • Financing solutions

  • Purchase facilitation

  • Property management

  • Rental services

  • Property sales services

REAL ESTATE

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STRUCTURES

WE PROTECT YOUR ASSETS AND LIFT LIMITATIONS THROUGH WISE STRUCTURING

  • Tax-optimized structuring of your assets

  • Investments solutions through legal entities

  • Legal entities establishment for active and passive assets management (companies, funds, trusts)

  • Legal entities banking and compliance in international banks

  • Turnkey operational support for companies

  • Coordination of communication with law firms, accountants and tax advisors for solution of regulatory tasks

STRUCTURES

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PRIVATE WEALTH

WE PRESERVE AND GROW YOUR WEALTH

  • Risk profile evaluation

  • Assets allocation strategic planning

  • Financial planning

  • Tax planning

  • Strategy execution

  • Portfolio rebalancing

  • Administration and reporting

  • Risks management

PRIVATE WEALTH

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SUCCESSION PLANNING

WE HELP TO PRESERVE YOUR WEALTH LEGACY THROUGH NEXT GENERATIONS

  • Tax-efficient planning

  • Protecting through Trust and Funds structures

  • Securing confidentiality

  • Minimization of family disputes

  • Business succession planning

  • Continuity of your philanthropic activity securing

SUCCESSION PLANNING

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LIFESTYLE

WE SAVE YOUR TIME AND RESOLVE BEUROCRACY CHALLENGES - YOU CAN FOCUS ON WHAT REALLY MATTERS

  • International Citizenship and Relocation

  • Tax residency

  • Personal Secretary services

  • Family administration, communication with authorities (social security, tax, municipal)

  • Coordination of cooperation with law firms, accountants, tax advisors and insurance agen

  • Healthcare, education Concierge services

LIFESTYLE

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BUSINESS

WE FACILITATE YOUR BUSINESS RELOCATION AND ESTABLISHMENT

  • Optimal structuring of business legal entities through assessment of the company tax liabilities per business specifics and planned operations

  • Coordination of business entities establishment

  • Corporate banking and compliance in international banks

  • Turnkey operational support for companies

  • Coordination of communication with law firms, accountants and tax advisors for solution of regulatory tasks 

BUSINESS

CUSTOMERS & PARTNERS

OUR ECOSYSTEM

PARTNERSHIP AND REPUTATION ARE OUR MOST VALUED ASSETS

  • Accountants and Tax advisors

  • Top-Tier Private Equity Funds

  • Best in Practice Law Firms

  • Leading Investment Houses and Asset Managers

  • Private Banks and Brokers

  • Lifestyle Management and Concierge Firms

  • Real Estate Companies and Agents

OUR VALUES

PROFESSIONALISM

We focus on what we have expertise in. For the rest – we partner with the best.
We engage only in friendly transactions and work with talented teams to achieve best results for you

ALIGNMENT OF INTERESTS

As co-investors in our strategies, we have a strong alignment of interests with our clients

TRUE PARTNERSHIP

As a privately owned and managed company, we can focus completely on our clients’ success, without the distraction of outside shareholders interests 

DUE DILIGINCE

We employ a structured DD process and steering committees, to assess risks vs. returns, while identifying the best asset managers, investment partners, clients and business opportunities

TRANSPARENCY

We share with you our knowledge and performance results

SERVICE

We are committed to the highest level of service. We perform full coordination with institutions in Israel and close service gaps in communication with them. We utilize advanced CRM system and Customer Success support tools and procedures to enhance our performance 

НАШИ ЦЕННОСТИ

OUR TEAM

НАШИ ЦЕННОСТИ

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We take pride in the diversity of our employees' group, who bring sharp professionalism,
warm communication and “can do” attitude.


We are united by shared values and the goal of achieving TOP results

MEDIA PRESENCE

Все о финансовой системе Израиля. Марк Ойгман
01:16:54
Андрей Мовчан и Марк Ойгман: как устроены инвестиции в Израиле
01:09:27
All about Israel's financial system.
Mark Oigman
Andrey Movchan and Mark Oigman: How Investment Works in Israel

A kosher account for kosher money
Two sides of the Israeli banking system
Israel is a safe harbor for Russian investors

How to open an account in an Israeli bank, transfer money there and properly invest it - in a new webinar by Andrey Movchan, founder of Movchan's Group, and Mark Oigman, CEO of SmartGen Ltd.

SMARTGEN IN MEDIA