Elite Wealth Management
Elite clients face unique and complex financial crossroads that demand a strategic, discreet, and multidisciplinary approach. We offer an integrated suite of services designed to maximize your financial potential while providing certainty and control over your assets, both in Israel and globally. By combining deep financial expertise, legal knowledge, and global regulatory insights, we construct a comprehensive wealth management roadmap tailored exclusively for you.
Sigma Clarity Wealth Managers, part of the Sigma Clarity Group, provides high-net-worth clients with advanced wealth- management services and holds investment-management licenses in Israel, the United States (SEC), and Canada. Sigma Clarity specializes in managing global investment portfolios, whether through banks in Israel or a selection of leading financial institutions worldwide. PWM clients enjoy a unique value proposition that includes, among other benefits:
Sigma Clarity is a global investment-management company with offices in New York and Tel Aviv, managingassets for institutional and private investors around the world since 2006
Sigma Clarity is registered with the U.S. Securities and Exchange Commission (SEC), the Israel Securities Authority (ISA), and the Ontario Securities Commission (OSC) / Autorité des marchés financiers (AMF) in Canada
Our clients receive highly personal and discreet service. We consider our clients an integral part of our firm’s extended family
Investments and Strategic Management
Investments and Strategic Management
Investments and Strategic Management
Alternative Investments
Access to opportunities beyond traditional markets, including private equity funds, complex real estate, hedge funds, and more.
Investment Strategy Management
Development of a personalized strategy, taking into account diversified assets and liquidity needs
Actively Managed Certificates (AMC)
A sophisticated solution for creating actively managed structured certificates, offering maximum flexibility and personalized investment structuring
Regulation, Taxation, and Risk Management
Regulation, Taxation, and risk
Regulation, Taxation, and risk
Opening Overseas Accounts
Strategic guidance in selecting and opening investment accounts at leading global banks. We manage the entire regulatory and KYC process, ensuring geographical diversification and access to exclusive international products.
Tax Solutions
Tailored tax planning for global assets and foreign account management, including specialized solutions for dual citizens. Our focus is on maximizing tax efficiency while ensuring full compliance with international reporting standards.
Risk Management
Prudent capital protection through smart diversification across markets, currencies, and asset classes. We build personalized portfolios integrating alternative investments and hedge funds to maintain stability in volatile markets.
Family and Corporate Wealth
FAMILY AND CORPORATE WEALTH
FAMILY AND CORPORATE WEALTH
Intergenerational Wealth Transfer Management
Strategic planning for the secure transfer of family wealth and assets to future generations. We provide tailored solutions to ensure financial continuity, minimize tax exposure, and protect the family estate over the long term.
Executive Stock Option
Management and optimization of executive stock option plans, focusing on smart tax planning and strategic exercising. We help maximize the value of compensation packages and integrate them into the overall asset portfolio.
Corporate Solutions
Advanced financial services for corporations, including liquidity management, risk hedging, and specialized investment solutions. We align financial strategies with corporate goals to ensure business stability and growth.
Wealth Management
Alternative Investments
In an era of low interest rates and increasing volatility in traditional markets (equities and bonds), alternative investments are no longer a niche but an essential component of a sophisticated portfolio. Qualified clients understand that diversifying into non-tradable assets — such as private equity funds, private debt funds, complex real estate, and hedge funds — is the key to improving the risk–return ratio and preserving purchasing power over time. Sigma Clarity Wealth Managers, part of the Sigma Clarity Group, specializes in alternative investments. We provide access to carefully selected global investment opportunities, ensuring an uncompromising and industry-leading due diligence process.
Why invest alternatively with Sigma Clarity?
- Proven Experience: Since 2006, we have successfully navigated the complexities of private investments for our clients. Our team includes seasoned professionals with a combined experience of over 150 years in global investing.
- Access to the Best: Thanks to our deep relationships with key players in the U.S. and international capital markets, we open doors to top-tier and elite funds that are typically inaccessible to smaller private investors.
- Institutional Discipline: We enable Family Office clients to invest in high-quality funds that usually require significant entry thresholds, while maintaining institutional investment standards.
- Institutional rigor: We enable Family Office clients to invest in high-quality funds, which typically require high entry amounts, while maintaining institutional investment principles.
Do not let your wealth be limited by the tradable market. Make investment decisions at an institutional level.
Investment Strategy Management
Our Unique Selection Process: Only 4% Make It Through
To ensure that only the best opportunities reach your portfolio, we have developed a rigorous and methodical screening process covering every stage of the investment cycle.
- Global Sourcing: Each year, we review over 500 alternative investment opportunities from around the world.
- Deal Flow & Due Diligence: Over 250 funds enter our pipeline. We conduct in-depth financial analysis, assess management teams, business models, and legal and regulatory frameworks.
- Screening and Filtering: Only about 40% of the funds meet the initial criteria and proceed to a deeper review phase.
- Investment Committee Approval: Following a comprehensive evaluation, only around 4.5% of all annual opportunities — roughly 10 selected funds each year — receive final approval from our Investment Committee
This rigorous process ensures that we invest across the full lifecycle of the funds, focusing exclusively on general partners (GPs) with proven track records and a demonstrated ability to generate true alpha.Do not let your wealth be limited by the tradable market. Make investment decisions at an institutional level.
Examination Process
Sourcing & Examination of hundreds of funds per year through relationships locally and globally Deal Flow Funnel and Due Diligence (DD):
- Over 250 funds enter Pipeline each year
~ 40% of them meet the criteria and are tested
~ 4.5% of the funds that enter the pipeline are approved for investment.
Actively Managed Certificates – AMC
Flexibility and Control in Investment Management
An Actively Managed Certificate (AMC) is a sophisticated financial instrument that combines the flexibility of active portfolio management with the structure of a security. It is an ideal vehicle for qualified investors seeking to implement active asset management within a structured framework.
Creating a Private Fund Through a Certificate.
An AMC allows clients to effectively create a “private fund,” managed either by our team or by an external investment manager of the client’s choice, while the certificate itself is traded on international exchanges (such as Switzerland).
Key Advantages
- Full Customization: Build a unique investment strategy (assets, sectors, geographies) within the certificate, free from off-the-shelf product limitations.
- Operational Flexibility: Adjust asset allocation and strategy rapidly within the certificate, without the need to establish complex new legal entities.
- Regulatory Efficiency: The certificate is traded and supervised as a security, simplifying compliance and financial reporting.
International Account Opening
Global Financial Bridging
As your wealth grows and your investment structure becomes increasingly global, direct and efficient access to the international banking system is essential. Our international account-opening service goes far beyond the technical setup of an account — it focuses on selecting the financial institution that best fits your unique needs.
Choosing the Right Investment House
At SC Premium, we guide you through the complex process of selecting and opening accounts with leading banks and investment houses around the world (Europe, Switzerland, the United States, and more). We act as an intermediary and supervisory body, ensuring that your accounts are opened with institutions offering high credit ratings, personalized service, and competitive management fees.
Our service includes
- Needs Analysis: Comprehensive assessment of your capital structure, investment objectives, and regulatory compliance requirements.
- Tailored Recommendations: Guidance on the most suitable global financial institutions for your specific profile.
- Full Regulatory Support: Preparation of all required documentation (KYC) and supervision of the onboarding process to ensure full compliance with international regulations.
Opening an international account through us provides flexibility in wealth management, geographical risk diversification, and access to a broader range of global investment products.
Premium clients enjoy an extended suite of global investment management services, including:
- Assistance with opening an investment account abroad according to the client’s chosen bank.
- Portfolio management in the selected bank (in Israel or abroad), including completion of all operational processes.
- Definition of an investment policy aligned with the client’s goals, preferences, and market analysis.
- Risk diversification and inclusion of advanced investment products such as bonds, equities, funds, and alternative investments.
- Tax advisory related to managing investments in foreign banks.
- Personalized solutions for clients with foreign citizenships in both account opening and investment management.
- A dedicated relationship manager available during Israel’s business hours, ensuring seamless service regardless of time-zone differences
Tax Solutions
Sophisticated Tax Optimization
Managing complex wealth from a global perspective requires precise and creative tax planning that prevents surprises and maximizes net returns. We provide comprehensive tax solutions that go beyond routine reporting, focusing on building efficient and tax-optimized holding structures.
Global Tax Strategy
Our experts, in collaboration with leading legal advisors, analyze the impact of inheritance tax, capital gains tax, and corporate tax on your assets, both in Israel and abroad.
Our services include
- International Tax Planning: Utilizing legal and financial tools to establish structures such as trusts and holding companies, reducing tax liabilities in a lawful and compliant manner.
- FATCA & CRS Compliance: Ensuring proper reporting and full transparency with global tax authorities to avoid double taxation or legal complications.
- Advisory on Alternative Investments: Analyzing the tax implications of private equity and real estate fund investments, and structuring them for optimal efficiency.
We are your trusted partner for managing tax risks, enabling you to invest and operate with full confidence across the globe.
Risk Management
Financial Certainty and Control
The larger and more complex your financial portfolio becomes, the greater the potential risks — from market exposure to legal and compliance challenges. Our service is designed to identify, assess, and hedge these risks proactively.
Three-Dimensional Risk Hedging
We provide a comprehensive view of financial risk that goes beyond standard portfolio volatility analysis.
- International Tax Planning: Utilizing legal and financial tools to establish structures such as trusts and holding companies, reducing tax liabilities in a lawful and compliant manner.
- FATCA & CRS Compliance: Ensuring proper reporting and full transparency with global tax authorities to avoid double taxation or legal complications.
- Advisory on Alternative Investments: Analyzing the tax implications of private equity and real estate fund investments, and structuring them for optimal efficiency.
Smart risk management is the cornerstone of maintaining peace of mind and achieving sustainable financial growth.
Intergenerational Wealth Transfer
Preserving Wealth and Values
A successful intergenerational transfer requires much more than passing down financial assets. It demands strategic planning that preserves business control, prevents family conflicts, and ensures that family values are carried forward to future generations.
Holistic Planning Through Trusts
We guide high-net-worth families in building the most effective structures for managing multigenerational wealth, leveraging tailored trusts to achieve flexibility, protection, and clarity in defining distribution terms for beneficiaries.
Our service includes
- Establishment and Management of Trusts (Trustee Services): Creation of private trusts for protection, education, and welfare purposes.
- Institutionalizing Family Wealth Management: Development of a Family Constitution and communication protocols to support collaborative decision-making.
- Legal and Tax Structuring: Ensuring efficient asset transfer with regard to inheritance tax and international regulation.
We stand beside you to help ensure that your financial and ethical legacy is passed on in the most efficient and meaningful way.
Executive Stock Option Management
Optimizing Equity Compensation
For executives and controlling shareholders in public companies, equity compensation (Stock Options, RSUs) often represents the most significant component of their wealth. Proper management of these packages is a complex challenge that requires balancing market timing, tax considerations, and corporate governance regulations.
Maximizing Net Value
We provide discreet and personalized guidance designed to maximize the net gain from exercising stock options and restricted shares.
- Tax Planning for Exercise: Analysis of potential tax liabilities (Section 102, capital gains tax) and creation of an exercise strategy that minimizes the tax burden.
- Timing Strategy: Insights into the optimal timing for exercising options, considering trading windows and market trends.
- Diversification and Reinvestment: Strategic reinvestment planning for proceeds after exercise, integrating them intelligently into the client’s global investment portfolio.
We help you turn your equity compensation into a well-managed financial asset.
Corporate Wealth Management at Global Standards
Sophisticated and Strategic Capital Management
In today's modern business world, the informed and strategic management of corporate capital is the key to financial stability and long-term growth. At Sigma Clarity, we provide a professional, flexible, and dynamic suite of solutions for managing cash surpluses and Nostro portfolios, precisely tailored to the Board of Directors' investment policy and the organization’s unique liquidity needs.
We combine deep expertise in international markets with active management and full transparency to ensure that corporate capital is managed under strict global regulation and the highest industry standards. From foreign exchange (FX) risk hedging to return optimization in changing market conditions, our skilled team provides you with the confidence and peace of mind to focus on your core business activities, knowing that your financial assets are in professional hands.
Nostro Portfolio Management & Corporate Tax Optimization
For companies seeking to grow their equity, we offer professional management of Nostro portfolios with a broad strategic vision. Our service integrates long-term investment strategy with corporate tax optimization, aimed at maximizing the net return for the organization.We manage Nostro portfolios with an emphasis on active management, enabling the offsetting of capital losses against gains within the tax year, and the prudent utilization of tax treaties and foreign tax credits.
In this way, we ensure that your corporate capital is not only wisely invested in accordance with organizational policy but is also managed with maximum efficiency to strengthen the corporation's financial resilience.
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