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SERVICES
PLANNING
We help improve your financial well-being by creating bespoke money management solutions to suit your goals and needs. Let our financial planners customize a well-designed financial plan specifically for you and while we manage your finances, and enjoy more of life! Need to take control of your budget, create an achievable financial plan, looking to invest smartly, need help managing your portfolio? We'll put you on the path to achieving your financial goals.
ALIYAH
Have you made Aliyah or considering making Aliyah? Do you understand all the financial aspects involved? We do pre and post Aliyah planning and so much more. Our seasoned experts, with hands-on experience, can guide you through this including helping you save money by assisting with bringing your funds into Israel, claiming tax benefits and structuring your tax holiday. Talk to us to understand more.
HNWI
At Cohesive Blue we assist high net individuals with a variety of concierge services including finding the right investment options to meet your specific investment requirements. Our team supports with structuring of various vehicles from trusts to family companies. Need help with revenue services in the US, Israel, South Africa or the UK? Talk to us!
ADVICE
Our experts will guide you through every step of the way, including:
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Choosing the right platform
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Opening accounts
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Providing trade ideas, with a strong emphasis on international equities, ETFs, bonds and REITS
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Executing trade ideas
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Providing an overall review and advising on asset allocation
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Offering recommendations on FX - we will save you thousands of Shekels
PROPERTY
We believe that everyone should have some exposure to property be it residential, commercial or industrial. We have partnered with industry leaders to bring you exposure to this asset class.
SPECIAL OPPORTUNITIES
Do you have a start-up in need of funding? Whether you're looking to invest or raise funds, Cohesive Blue is the perfect partner for you. Tap into our powerful network of experienced operators, financiers and structuring specialists to grow your start-up.
