Psagot Equity

Operational Trusts

In certain situations, you need a unique trust arrangement to meet your needs. In these cases, you may require a designated trust account, designed to address specific necessities and objectives.

Creating Personalized Solutions

At its core, an operational trust is a customized solution tailored to your unique requirements. The trust is structured to achieve a specific set of goals to best meet your business interests. By working closely with our knowledgeable team, you can create an operational trust that reflects your needs and helps you achieve your objectives.

Understanding Your Needs

Creating an operational trust begins with thoroughly understanding your necessities and goals. Your designated Psagot Equity’s team member will take the time to learn about your situation, including your financial circumstances, family dynamics, and other relevant factors. Based on this information, they will work with you to identify the key objectives you want to achieve through the trust and how to do so.

Expert Guidance With Transparency

With our operational trust you are always in the loop, we will keep you informed and involved. You can always review and provide feedback on the trust structure, and we will be available to answer any questions or doubts. Once the trust details has been finalized, we will work with you to ensure it is adequately funded and that your assets are transferred into the trust in the safest manner, making sure all regulatory steps are executed correctly and timely.

Relationship-Based Services

At Psagot Equity, we are committed to building solid and long-lasting relationships with our clients, offering flexibility and meeting you where your needs are. We look forward to working with you.
Contact us today to learn more.