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Intergenerational Transfer – Private Trust Services

Reznik Paz Nevo Trusts offers tailored trust services for high-net-worth individuals, supporting the structured transmission of family wealth across generations in accordance with legal, tax, and testamentary frameworks.

Services include:

Holding real estate and shares through special purpose entities, in compliance with the Income Tax Ordinance, trust laws, and the provisions of wills
Managing financial assets through designated trust accounts
Distributing periodic allowances to beneficiaries, while ensuring adherence to any restrictions or conditions set forth in the trust deed
Periodic allocation of rental income from trust-held properties to heirs and beneficiaries

סגור

Syndications and Project Financing

Reznik Paz Nevo serves as a Collateral Agent for major banks in Israel and institutional entities in syndication and project financing transactions in the fields of infrastructure, energy, water desalination, and more.

Corporate bonds

Reznik Paz Nevo Trusts is a leading provider of trust services for bond issuances, serving as a trustee for approximately 350 bond series issued by Israeli and foreign companies to the Israeli investor public, as well as to institutional investors in Israel and abroad.

Distribution Management for Class Action Settlements and Debt Restructuring

Reznik Paz Nevo Trusts has an excellent track record in efficiently executing distributions of funds under court-approved settlements, leveraging extensive experience to achieve industry-leading distribution rates.

Investment Groups

Reznik Paz Nevo Trusts provides comprehensive trustee and administrative services for investors in investment funds and purchasing groups. With wide sector expertise and a proven track record, we offer reliable support throughout the lifecycle of investment.

Holding of Restricted Shares

Reznik Paz Nevo Trusts provides services for holding restricted shares in accordance with applicable tax laws, mandatory lock up of shares on IPOs, and regulatory requirements.

Shareholding and Cap Table Management

Reznik Paz Nevo Trusts offers a full suite of trustee and administrative services to support effective shareholding structures and clean cap table management.

Mergers and Acquisitions (M&A)

Reznik Paz Nevo Trusts delivers trust services tailored to support Merger and Acquisition transactions. Serving as both Escrow Agent and Paying Agent, the firm ensures seamless execution aligned with transaction requirements. Backed by a team of experienced attorneys and economists, Reznik Paz Nevo Trusts provides dedicated guidance through every stage of the transaction, from initiation to completion.

Securitization Transactions

Reznik Paz Nevo Trusts offers specialized trustee services for securitization transactions, facilitating True Sale loan portfolio sales. These transactions are executed through special purpose entities, catering to the needs of financial institutions and leasing companies.

Trustee Services under the Sheltered Housing Law

Reznik Paz Nevo Trusts acts as collateral agent for residents under the provisions of the Sheltered Housing Law.

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