Case Capital · Israel

Capital deserves a clear structure.

Private Israeli funds designed to preserve ownership, protect control and simplify the management of international wealth.

Independent structure

Israeli jurisdiction · Global assets

Our approach

Israeli investment structures that keep ownership, privacy and control in your hands.

Case Capital establishes and administers private funds as limited partnerships. Assets remain legally tied to the investor, while an independent trustee adds a second level of approval.

$500K

entry threshold

Israeli tax on qualifying foreign income for non-residents*

24/7

portfolio and reporting access

2×

client + trustee approval

Choose your structure

Two fund formats.
One principle: control.

A private structure built entirely around one owner.

For capital owners and family offices consolidating complex assets under personal investment rules.

Explore individual fund

Entry: From $5 million
Annual service: From $40,000
Management: Personal strategy and reporting
Best for: Business shares, real estate, securities, art and succession planning

Thresholds reflect Case Capital’s internal rules and do not constitute a public offer.

Built in Israel. Designed for international capital.

Why Israel

Privacy without an offshore shell.

01 Direct ownership

Your fund share is registered in your name. No nominee owner can dispose of the asset.

02 Confidentiality

Your structure keeps ownership and personal financial information private.

03 Dual-signature control

Important decisions require a second level of approval through an independent trustee.

04 Tax predictability

A clear Israeli framework provides predictable treatment for qualifying structures.

05 Private placement regime

Private fund structures designed for qualified investors and international assets.

How control works

No nominal owners.
No unilateral transactions.

Ownership path

Case Capital administers the structure. The client remains the registered owner.

Client

Limited Partner

Private Fund

Separate legal entity

Bank / Custodian

Segregated accounts

Independent control layer

Trustee co-signs every movement

Execution control · no ownership transfer

What we handle

One infrastructure. Every critical function.

01 Fund Asset Management Strategy, liquidity and administration ↗︎ 02 Custody Services Bank, broker and depository coordination ↗︎ 03 KYC / AML Assistance One controlled compliance process ↗︎ 04 Regulation & Licensing Legal structure and regulatory support ↗︎ 05 Capital Amnesty in Israel Disclosure and regularisation support ↗︎

Private consultation

One conversation.
A clearer structure.

Share your objectives, residency and assets. We’ll outline the right fund format and the next steps.

Personal command center

Your wealth. One secure view.

Banks, brokers, portfolios, transactions and reports brought together in real time.

Portfolio breakdown

Transaction history

Reports & archive

Withdrawal requests

Portfolio overview September 2026

$8,247,360 Total asset value

Equities 34%

Fixed income 26%

Private assets 23%

Cash 17%

Transparent cost structure

Fixed. Clear.
No hidden markup.

Case Capital charges a fixed annual fee. Trustee, audit, banking, brokerage and valuation costs are passed through at cost.

Individual fund

from $40K / year

For structures from $5M

Segregated fund

from $10K / year

For participation from $500K

What the annual fee includes

Fund management

Liquidity rules, ISA and bank interaction, ITA reporting.

Compliance

KYC/AML updates, sanctions monitoring, controlled document storage.

Reporting

Quarterly NAV, independent IFRS audit, 24/7 asset breakdown.

Operations

Dual-signature payments, expenses and free-liquidity placement.

Additional legal, tax and restructuring work: €200/hour. Third-party invoices are presented without markup.