Private Wealth Architecture
Design and structuring of sophisticated wealth frameworks for high-net-worth individuals and families. Focused on preservation, flexibility, and efficient intergenerational transfer of wealth.
UHY CAPITAL provides advanced Family Office and wealth management services to affluent families, entrepreneurs, and owners of significant assets who meet the criteria of qualified clients under the Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 1995 (the "Advice Law"), and who seek comprehensive strategic guidance for the management, preservation, and transfer of their wealth to future generations.
We work with clients to design and implement comprehensive wealth frameworks that integrate legal, financial and cross-border considerations into a single, coherent strategy.
About
UHY CAPITAL was established as a wealth management and Family Office platform providing a comprehensive, integrated framework for ultra-high-net-worth families, controlling shareholders, and entrepreneurs. The platform is built upon the professional infrastructure of Shtainmetz Aminoach & Co., one of Israel's leading firms in complex taxation and financial planning, as well as the international UHY network operating in approximately 100 countries.
We provide a holistic service offering that includes international tax planning, trust structures, investment management, liquidity solutions, asset allocation, alternative investments, family governance, intergenerational planning, and transaction advisory. Our operating model enables a consolidated view of all the family's assets, financial, business and personal, while developing a long-term strategy for the management, preservation and enhancement of wealth toward capital growth.
Our activities are conducted on an independent basis, in collaboration with the leading banks and institutional players in investments and finance in Israel and abroad, investment managers, investment funds, legal advisors, and international institutions. This approach provides our clients with access to sophisticated investment opportunities and tailored financial solutions.
About UHY Capital ←Executive management
B.A. in Economics & Management
Founding Partner | CEO
Robbie Politzer brings over 20 years of senior management experience across Israel's capital markets, institutional financial sector, and private banking landscape. For the past 17 years, he held a series of senior executive positions at Harel Insurance & Finance, where he served as a Group Vice President, member of the Extended Management Team, and Head of the Banks & Institutional Division. In these roles, he played a key role in shaping and leading the Group's business and financial activities.
CPA
Founding Partner | CEO
Moti Shoshana is a Certified Public Accountant specializing in Israeli and international taxation, with extensive experience advising high-net-worth families, affluent individuals, and clients with complex financial needs. His expertise encompasses ownership structuring, sophisticated tax solutions, wealth management, and intergenerational planning, enabling him to provide comprehensive and tailored advisory solutions aligned with the needs of each client and family.
CPA, Adv.
Founding Partner
Kobi Shtainmetz is among Israel's most experienced professionals in taxation, financial planning, and wealth management for high-net-worth families, with nearly four decades of experience. For decades, he has advised controlling shareholders, business groups, and affluent families on complex financial matters, including the structuring of ownership arrangements, international tax planning, and the development of intergenerational solutions for the preservation, management, and orderly transfer of significant wealth.
CPA, Adv.
Founding Partner
Shmulik Hirshfeld is a Certified Public Accountant and Attorney, with extensive experience advising clients at the intersection of taxation, law, finance, and regulatory matters. His multidisciplinary expertise enables him to provide clients with practical, sophisticated advice across transactions, ownership structures, and complex financial processes, while addressing their individual needs and the business challenges they face.
Services
Design and structuring of sophisticated wealth frameworks for high-net-worth individuals and families. Focused on preservation, flexibility, and efficient intergenerational transfer of wealth.
Advising companies and shareholders on complex transactions, capital raising, mergers, and acquisitions. Combining strategic financial insight with precise execution capabilities.
Development of tailored investment strategies incorporating access to alternative assets and off-market opportunities. Aimed at diversification, performance, and exposure to unique deal flow.
Structuring international tax frameworks tailored to global individuals and businesses. Focused on efficiency, regulatory compliance, and long-term planning.
Facilitating access to international banking and financial systems, including private banking and cross-border structures. Enabling efficient global wealth management and mobility.
Developing comprehensive financial protection frameworks for assets, executives, and shareholders. Including specialized insurance, director liability coverage, and risk planning.
Why us
Wealth, when substantial, demands more than management. It requires structure, foresight and protection.
We work with clients to design and implement comprehensive wealth frameworks that integrate legal, financial and cross-border considerations into a single, coherent strategy. Our role is not limited to individual services. We oversee the architecture, ensuring stability, flexibility and continuity across generations.
Why choose UHY Capital ←Our Partnerships
Qualified clients
Schedule a private consultation with our team. This service is intended for qualified clients only.
Contact ←This service is intended for qualified clients only, as defined under the Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 1995.