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
SMARTGEN
IN FIGURES
2017
Established
$750M+
Have been entrusted to us since 2017
300+
Families became our clients
15+
Countries we work in
OUR SOLUTIONS
BANKING
We are committed to private banking level of service
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Opening accounts in banks and brokers worldwide
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Professional preparation of KYC file for successful completion of the compliance procedure
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Facilitation of complicated financial transactions till full completion
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Best terms for our clients (deposits, fees, credits, mortgage)
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Coordination of all further communication (credit cards, transactions, questions, reports)
BANKING
INVESTMENTS
We unlock access to handpicked investment opportunities
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VIP access to leading Invest Houses, Real Estate deals and top-tier Private Equity and Venture Capital investments
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Full coordination and administration of all investment processes
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Diversification and leverage on our scale to wave minimum investment requirements
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Best available terms secured for our qualified investors
INVESTMENTS
REAL ESTATE
We help you aquire and manage your real estate posessions and investments
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Property scouting
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Due Diligence
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Financing solutions
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Purchase facilitation
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Property management
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Rental services
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Property sales services
REAL ESTATE
STRUCTURES
We protect your assets and lift limitations through wise structuring
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Tax-optimized structuring of your assets
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Investments solutions through legal entities
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Legal entities establishment for active and passive assets management (companies, funds, trusts)
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Legal entities banking and compliance in international banks
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Turnkey operational support for companies
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Coordination of communication with law firms, accountants and tax advisors for solution of regulatory tasks
STRUCTURES
PRIVATE WEALTH
We preserve and grow your wealth
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Risk profile evaluation
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Assets allocation strategic planning
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Financial planning
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Tax planning
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Strategy execution
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Portfolio rebalancing
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Administration and reporting
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Risks management
PRIVATE WEALTH
SUCCESSION PLANNING
We help to preserve your wealth legacy through next generations
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Tax-efficient planning
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Protecting through Trust and Funds structures
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Securing confidentiality
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Minimization of family disputes
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Business succession planning
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Continuity of your philanthropic activity securing
SUCCESSION PLANNING
LIFESTYLE
We save your time and resolve beurocracy challenges - you can focus on what really matters
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International Citizenship and Relocation
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Tax residency
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Personal Secretary services
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Family administration, communication with authorities (social security, tax, municipal)
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Coordination of cooperation with law firms, accountants, tax advisors and insurance agen
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Healthcare, education Concierge services
LIFESTYLE
BUSINESS
We facilitate your business relocation and establishment
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Optimal structuring of business legal entities through assessment of the company tax liabilities per business specifics and planned operations
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Coordination of business entities establishment
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Corporate banking and compliance in international banks
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Turnkey operational support for companies
-
Coordination of communication with law firms, accountants and tax advisors for solution of regulatory tasks
BUSINESS
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
Best partnership opportunities
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
RESPONSIBILITY
We employ a structured Due Diligence 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.
НАШИ ЦЕННОСТИ
OUR TEAM
НАШИ ЦЕННОСТИ
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
MARK OIGMAN
CEO, Managing Partner
DEAN POLLACK
CFO, Partner
NATALY TAVOR
VP BD & Strategy
PAVEL OIGMAN
Director Real Estate
LISA GUR
Head of Realty
ELENA SAVCHIK
Head of Investments
MICHAEL RUBINSTEIN
Head of Marketing
DARIA VASILCHENKO
Head of Projects Management Office
ALEXEY SOBIN
Head of Partnerships
MAXIM LUBINSKY
Business Advisor
ALLA LIPKIN
Head of Administration
ESTHER TSEPKIN
Senior Wealth Manager
ANASTASIA MAGAZANIK
Head of Wealth Managers Department
ANDREY VINOGRADOV
Senior Wealth Manager
EVGENIYA STOLYAR
Chief Accountant
POLINA LEBEDEV
Media Coordinator
ANASTASIA KHAKHAEVA
Senior Investment Analyst
VALENTINA SUKHOVEEVA
Senior Investment Analyst
SEVIL VELIEVA
Wealth Protection Expert
ADV. ALLA ROSSENKO
Senior Wealth Manager
ELLA KHALIAVSKI
Senior Wealth Manager
IRINA VINOGORSKAIA
Senior Wealth Manager
ANNA APPEL LEVI
Senior Wealth Manager
MEDIA PRESENCE
All about Israel's financial system.
Mark Oigman
Andrey Movchan and Mark Oigman: How Investments 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
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