A private financial fortress.
One Israeli limited partnership, one owner and direct legal control. Case Capital manages the structure as GP; you remain the sole LP and own 100% of the fund interest.
From $5M
recommended capital
At a glance
Individual fund
100%
ownership registered to you
2×
client + trustee approval
30–40 days
typical launch
24/7
portfolio and reports
Ownership & control
One owner. No unilateral movement.
You hold 100% of the LP interest. Case Capital coordinates the structure as GP, while account instructions remain subject to the agreed client and trustee mandate.
Ownership
The LP interest is registered directly to you.
Management
Case Capital coordinates administration and execution as GP.
Approval
Transfers require the agreed client and trustee signatures.
Evidence
An external CPA reconciles records and reporting.
Who it is for
Built around a concrete capital task.
01
Capital after an exit
Separate private wealth from operating-company risk.
02
$5–50M investor
Consolidate multiple accounts into one reporting and tax structure.
03
Family office
Transfer an LP interest while holding property, art or other illiquid assets through SPVs.
Asset framework
One structure. Different types of wealth.
Cash and listed securities can sit alongside private holdings. Where appropriate, property, private companies, art or other illiquid assets may be held through dedicated SPVs.
The process
From first call to active structure.
Two calls and asset list Analysis and draft term sheet
3–5 daysPassport and statements Source-of-wealth file; bank and ISA coordination
≤14 daysSign LP Agreement Register the partnership and appoint trustee
5–7 daysChoose bank or broker Dual or optional triple signature; CRS setup
7–10 daysTransfer cash, DVP or in-kind Record assets; SPVs for illiquids
By assetApprove strategy Quarterly IFRS reporting and controls
OngoingTax & reporting
Clear records at every level.
Transparent by design.
The partnership is designed as a tax-transparent structure: applicable tax is assessed at partner level rather than paid by the fund itself.
Non-resident treatment depends on residency, income source, asset type and current Israeli tax advice.
One reconciled record.
Transactions are consolidated into one record, with portfolio access, periodic IFRS reporting and an annual independent review.
Tax positions and reporting scope are confirmed with advisers.
Questions & fees
Important details, without the long read.
No unilateral movement is possible. Bank and custody transactions require the client and independent trustee; a third signature may be added.
The LP is treated as pass-through under Amendment 147: tax falls on the partner. Qualifying foreign income of a non-resident may be exempt in Israel, subject to individual tax clarification.
The client, CPA administrator and the ISA when legally required. The private investor register is not public.
Yes. Accounts may be opened with a bank or broker selected by the client, and an existing manager may remain in place.
Set-up from 1% AUA · management 0.7–1% p.a. Final terms depend on the service, counterparties and the client’s legal and tax position.
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