Expanding frontiers, strengthening trust: Private client perspectives on Israel and Switzerland

Topic: Expanding Frontiers, Strengthening Trust: Private Client Perspectives on Israel and Switzerland

• Shir Slutzky - The role of trade and economic ties between Israel and Switzerland
• Inbal Faibish Wassmer - Update on recent tax and legal developments in Israel
• Assaf Hasson - Philanthropy for our Next Generation

Speakers:

• Shir Slutzky, Head of the Israeli Economic and Trade Mission to Switzerland
• Inbal Faibish Wassmer, Goldfarb Seligman & Co. Zürich www.goldfarb.com
• Assaf Hasson, Founder, Hasson & Co | Private Wealth, Tel Aviv, Israel

Inbal Faibish Wassmer is the Head of the Zürich branch as part of the firm’s Tax Department. Adv. Faibish Wassmer has years of professional experience in advising high-net-worth individuals and families with international businesses and activities, as well as Israeli and international financial institutions. She possesses unique expertise in taxation and international tax planning and provides legal counsel regarding trusts, estates, international tax planning for family wealth, insurance, philanthropy, financial regulation and immigration. In addition, Adv. Faibish Wassmer advises on legal proceedings held before Israeli and foreign authorities.

Adv. Faibish Wassmer’s experience in the tax field, alongside her deep understanding of the client’s business environment, allow her to provide comprehensive legal counsel, tailoring innovative legal solutions to the client’s needs.

Adv. Faibish Wassmer often lectures on tax, and international planning for family wealth and estates. She regularly participates in professional forums and contributes articles on tax regulation, trusts, and private clients in Israel.

Alongside her professional activities, Adv. Faibish Wassmer serves as Vice-President of the Switzerland-Israel Chamber of Commerce; Secretary of the Private Client Committee of the International Bar Association (IBA); a member of the Steering Committee of the Forum for International Wealth Advisors; a member of the International Fiscal Association; and a member of STEP.

Adv. Faibish Wassmer is the sole attorney ranked as Expertise Based Abroad in the Chambers HNW guide Private Wealth Law category for Israel.

In 2021, Adv. Faibish Wassmer became the first Israeli attorney to win a Citywealth award. She won three awards in different tax and private client categories, including the Citywealth IFC Gold Award as Advisor of the Year – Succession and Trusts Planning, the Citywealth Magic Circle Silver Award as Women of the Year and the Citywealth Magic Circle Bronze Award as Lawyer of the year. The prestigious Citywealth Awards rank professionals worldwide in the fields of tax and private clients.

Adv. Faibish Wassmer is fluent in Hebrew, English and German.

Assaf Hasson began his career at Gornitzky & Co. as a legal intern and has been an associate with the firm since 2016. Assaf’s practice focuses on tax and various aspects of commercial law. As such, Assaf is involved in complex tax planning, for both local and international corporations and private entities, corporate reorganization and joint ventures, tax restructuring and tax assessments, and regulation of financial institutions and their activity in Israel and abroad.

Assaf advises private clients on matters regarding family wealth planning and preservation, taxation and management of trusts and estates, voluntary disclosure, and tax planning and consultation for high-net-worth individuals around the world. Within this framework, he advises and accompanies new immigrants and returning residents on their immigration to Israel and the consequences it entails, in terms of their businesses and assets.

In addition, Assaf takes an active role in third-sector activity, including, inter alia, advising philanthropic organizations, non-profit organizations, public benefit corporations and philanthropic funds.

Assaf serves as an assistant to the Co-Chair of STEP Israel (Society of Trust and Estate Practitioners), Adv. Daniel Paserman, and plays a central role in the organization’s ongoing activities, including organizing annual conferences and training courses for its graduates, business development and strengthening the organization’s customer relationship.

Throughout his studies, Assaf volunteered at a community economic development clinic, in which he advised small businesses and entrepreneurs on formulating a business idea and the process of maintaining a business.

Assaf is also authorized by the Administrator General at the Ministry of Justice to prepare and execute Ongoing Power of Attorneys (“Living Wills”).