Integrated Wealth Management Bank Relationship Management
At WM, we manage the ongoing interface with banks in Israel and abroad and coordinate the financial and operational matters related to the family’s accounts. When wealth is spread across several banks and institutions, the family does not need to manage each relationship separately.
We maintain one view of the accounts, investments, liquidity needs and open issues, and work with the banks in the broader context of the family’s wealth. A banking decision is therefore not treated in isolation, but as part of the asset structure and the other decisions the family is making.
The value lies in continuity and coordination. One point of contact knows the system, follows the open matters and connects the work with the banks to the rest of the family’s wealth management, without requiring the family to serve as the intermediary between them.