Private Trust Services
Preserve, Protect and Plan, with Confidence
Establishing a family trust is one of the most responsible and strategic steps you can take to secure your wealth across generations. Whether you are protecting assets, planning for succession, supporting a loved one, or have been appointed as an individual trustee Psagot Equity is here to support you with trusted fiduciary solutions.
Every family is unique. So is every trust. We’re here to help you build the right structure for you.
Relationship-Centered, Professionally Executed
A family trust is more than a legal arrangement—it’s a long-term relationship built on trust, discretion, and understanding.
At Psagot Equity, you receive:
- Dedicated personal support from a team that knows you and your goals.
- Flexible communication channels, whether via email, phone, secure portal, or in-person.
- Trusted client references and a track record of success in high-net-worth estate planning
Whether your needs are simple or complex, local or international, our mission is to make the trust work for you—not the other way around.
Private Trust Services
Your trust should reflect your goals—not someone else’s template.
At Psagot Equity, we start by understanding your needs, your family’s dynamics, and your values. Then we design a trust structure that protects your legacy, aligns with your intentions, and provides clarity and stability for your beneficiaries.
From first consultation to ongoing administration—we’re your long-term partner.
Protective Trusts
Protective trusts are designed to shield wealth from potential threats, like litigation, creditors, or divorce. We structure protective trusts to balance security with accessibility, giving you long-term peace of mind.
Agency Trustee Services
We serve as a trusted legal entity responsible for overseeing the administration and distribution of assets in accordance with the trust deed. Our team manages compliance, reporting, and communication, while maintaining neutrality and safeguarding beneficiaries’ interests.
Special Needs Trusts
Designed for families caring for individuals with disabilities, this trust ensures long-term financial support, without compromising eligibility for benefits. Managing disbursements with compassion and discretion, we ensure that your loved one receives what they need—for life.
Discretionary Trusts
We provide a wide range of trust structures tailored to meet individual, family, and philanthropic needs. All services are coordinated with your legal, tax, and financial advisors.
Non-Resident Trusts
For families or businesses with cross-border assets or non-resident beneficiaries, we establish and administer international trusts that support tax planning, estate protection, or global wealth transfer—always in coordination with your advisors.
Charitable Trusts
Support the causes you care about, while also managing your estate. Charitable trusts allow families to make a lasting impact at the same time as benefiting from potential tax efficiencies. We structure and administer these trusts with integrity and care.
Testamentary Trusts
Established through your will, a testamentary trust takes effect upon death, to ensure that your wishes are honored. Working closely with your estate planners and attorneys, we make sure that minors, heirs, or vulnerable beneficiaries receive long-term, protected support.
Bare Trusts
In a bare trust, the beneficiary has absolute rights to the assets, while the trustee holds legal title. This straightforward structure is often used for gifting, succession planning, or tax-efficient asset transfers.
Compliance First. Backed by Technology.
We complement personal service with advanced digital tools to ensure the trust is not only secure—but easy to manage.
- Proprietary, encrypted software to automate trust administration
- Secure digital onboarding and document storage
- Accurate and transparent reporting, available whenever you need it
- Built-in compliance with Israeli and international regulations
We ensure every detail is handled, documented, and compliant—giving you peace of mind and full control.
Our Services
01
Mergers & Acquisitions (M&A)
Working hand-in-hand with Israel’s leading law and accounting firms, we simplify M&A execution by making sure participants submit everything required for rapid approvals. Our goal: a frictionless closing with no surprises.
02
Capital Raising Support & Fund Management
When raising capital-whether through private placements, venture financing, or debt issuance-we offer dedicated trust accounts to hold investor funds, manage disbursements, and ensure alignment with legal agreements. Our transparent and compliant handling of funds gives confidence to both issuers and investors.
03
Regulatory & Compliance Escrow Services
Certain deals require funds or documents to be held in trust to meet regulatory conditions or government approvals. We specialize in structuring compliance-based escrow arrangements for licensing, tax settlements, litigation, and court-ordered processes. Our knowledge of Israeli regulation ensures full adherence to all requirements.
04
Currency Exchange & Banking Solutions
Complex deals demand more than what traditional banks offer. As part of the Psagot Group for Finance and Investments, we provide competitive foreign exchange rates, optimized banking solutions, and low commissions, all built for high-value transactions.