Investment Management - Herzliya, Tel Aviv District, Israel
At Rosetta Investments, we provide all services required in managing financial assets, for a selected number of clients and families. We ensure ongoing attention to each client on all aspects. Services include a process of defining client needs and risk profile, planning investment strategy and asset allocation, addressing tax issues, trusts, estate planning, establishing and administrating relationships with banks and service providers, implementing investments strategy through asset managers and direct investments including innovative solutions in international and Israeli markets. We provide highly professional financial family office services to our customers based on commitment, availability, privacy and loyalty.
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