Value Trustee Yaron Eldar
The art of wealth preservation. Intergenerational responsibility. Uncompromising excellence.
About Us
Managing significant wealth is about more than just maximizing returns. It requires long-term strategic vision, profound regulatory insight, family sensitivity, and absolute discretion.
A trust is one of the most sophisticated and precise instruments for intergenerational wealth planning – providing a framework for control, protection, and continuity. When structured and managed correctly, it ensures the full realization of the settlor’s intent, maintains family stability, and provides for the prudent management of assets across generations.
Our Uniqueness
Meticulous Intergenerational Planning
Building a framework that ensures the thoughtful transfer of wealth between generations while honoring the settlor’s wishes
Mitigating Legal and Tax Exposure
Strategic planning that reduces external vulnerabilities and optimizes the tax structure of family wealth
Preventing Family Friction
A clear, agreed-upon structure that minimizes family misunderstandings over time
Asset Protection Against External Risks
A legal protection layer that preserves asset independence even in cases of claims or unforeseen events
Long-Term Control
Maintaining managerial oversight, even within complex family structures, over time
Discretion, Control, and Continuity
Professional and independent trusteeship, upheld to the highest ethical standards, with full transparency toward beneficiaries
Our Services
Tailored to complex wealth and family structures
Drafted in collaboration with Yaron-Eldar, Paller, Schwartz & Co
Professional Trustee Services and independent
Providing vital oversight and governance
Monitoring trust assets in Israel and abroad
Adhering to all regulatory and tax requirements.
Professional Webinars in the Capital Market
Value Talks: Noam Bracha Hosts Boaz Varshavsky for a Conversation on Trends in the Alternative Investments World
This episode explores the evolution of the illiquid investments space and the key trends shaping it today, with a focus on allocation shifts, the entry of private investors, and the growing complexity of products. It examines how the field has evolved from classic private equity into areas such as private debt, infrastructure, and secondaries — primarily against the backdrop of a shifting interest rate environment and liquidity challenges. The discussion highlights the growing importance of professional analysis in a world where information is not readily accessible, and the increasing sophistication of investors — including a shift from institutional-only players to family offices and qualified private investors. It also explains how funds and managers are adapting their strategies to the new environment, including a move toward safer transactions, the use of covenants and collateral, and advanced risk management.
Watch the recording
Value Talks: Investment Strategies in the Private Equity World
This episode offers a comprehensive overview of the private equity landscape as a core component of alternative investments, with an emphasis on market structure, investment strategies, and the evolving dynamics of recent years. Itamar, Inbar and Noam explore how the sector has developed into a primary engine within investment portfolios—alongside private debt, real estate, and infrastructure - and its continued significant growth on a global scale. The episode delves into key private equity strategies, such as buyout, growth, turnaround, and co-investments, explaining how fund managers generate value through company optimization, leverage, and active management. Additionally, the discussion compares risk-return profiles across various asset classes and highlights the benefits of broad diversification within funds. A central part of the discussion is dedicated to the impact of the macro environment – specifically rising interest rates and inflation – which have altered market conditions, hindered exits, and slowed distributions to investors. At the same time, these shifts have created new opportunities, particularly in the secondary market, which offers liquidity, asset acquisitions at a discount, and exposure to more mature investments. Finally, the episode emphasizes the critical importance of fund manager selection, the significant performance dispersion among managers, and the need to deeply understand return structures, cash flows, and risks, especially for qualified investors active in this space.
Watch the recording
Value Talks: Inbar Steiner hosts Nir Turner for a Conversation on Infrastructure Investing
This episode explores the world of private infrastructure as an alternative asset class, featuring a discussion with Nir Turner from Meitav. The conversation focuses on the evolution of the sector – shifting from traditional infrastructure to digital and renewable energy – and how institutional bodies are building exposure to this space. The episode explains the allocation of investments between Israel and international markets, the balance between fund investments and direct deals, and the key sectors involved, such as energy, transportation, telecommunications, and environmental infrastructure. Additionally, we examine the different investment strategies across the risk-return spectrum, ranging from core to opportunistic. The discussion highlights the advantages of infrastructure as a defensive asset characterized by stable cash flows, inflationary protection, and inelastic demand, while also addressing unique risks such as regulation, demand fluctuations, and construction challenges. Finally, the episode reviews key trends such as the growth of digital infrastructure and AI, the transition to green energy, and the rise of the infrastructure secondary market as a compelling investment opportunity.
Watch the recordingThe Leading Team
"We believe that our people and our shared values are the core of our relative and competitive advantage. We advocate for professionalism, fairness, transparency, and a high standard of corporate governance"
Ofer Gross
leading partner of Value Trustee Yaron Eldar
Ofer Gross specializes in real estate taxation, civil taxation, customs, and civil law, bringing a unique combination of legal expertise, engineering precision, and deep financial insight.
Holding an MBA with a specialization in finance from Tel Aviv University and a B.Sc. in Industrial Engineering and Management, Ofer co-leads Value Yaron-Eldar, the group’s wealth management and intergenerational planning arm, alongside Tali Yaron-Eldar. His multidisciplinary expertise enables him to formulate complex tax solutions and legal structures, providing the group’s clients with a strategic, data-driven, and forward-looking planning framework.
Tali Yaron-Eldar
leading partner of Value Trustee Yaron Eldar
Tali Yaron-Eldar is a leading partner and head of Value Trustee – Yaron Eldar, the group’s dedicated division for wealth management and intergenerational planning. Widely recognized as one of Israel’s most influential and respected figures in taxation and capital management, she previously served as the Commissioner of Income Tax and Real Estate Taxation, as well as the Legal Advisor to the Customs and VAT Department.
Under her leadership, the division provides high-net-worth families with a strategic framework designed to ensure the protection, control, and continuity of family wealth. Tali brings exceptional expertise in international tax planning, trust management, and complex solutions for intergenerational wealth transfer.
Beyond her distinguished public service, she has held senior executive roles in the business sector, including serving as CEO of the real estate firm “Erezim Investments” and as a senior partner in leading law firms. She serves as a director for numerous public and technology companies and holds an MBA and an LL.B. from Tel Aviv University.