What you need is a conductor
To strategize, coordinate, and harmonize your “meta-team” of experts
PJWeil has been a privileged parter of select families of wealth for over a quarter of a century. Our unique approach and established process have set us apart… but most importantly, we put heart and meaning behind everything we do.
We conduct. We ensure carefully picked expert specialists in law, tax, investment, accounting, and psychology work in harmony. We bring a broad, experienced perspective, represent the family’s overarching interests, and coordinate trusted experts so that each contributes effectively within a coherent strategy. This integrated approach prevents fragmentation, aligns advice with the family’s long-term vision, and allows complex matters to be handled with clarity, discretion, and continuity.
We consult on
Family advisory
Family is often both your greatest asset and your greatest responsibility. Alongside external pressures, families face sensitive internal challenges that affect harmony and continuity — including relationship conflicts, dependency issues, vulnerability to undue influence, and a host of difficulties that can accompany wealth transition across the generations. As your independent advisor, we apply vision for the long-term, empowering families to address delicate matters for the health and stability of the family unit. We address these matters with discretion while focusing on strengthening communication to prevent any suppressed or overt tensions from escalating. When situations require specialized expertise, we introduce dedicated experts to ensure family members receive the support they need. We organize and moderate family meetings, support governance structures, and help establish clear channels of dialogue and accountability — all with the aim of protecting family well-being and safeguarding the family legacy.
Family Governance & Constitution
As families grow, clear structures for decision-making and shared values become vital. We guide families through the collaborative process of defining governance frameworks and drafting family constitutions that reflect their culture, principles, and long-term vision. The process itself — bringing family members together to shape their future — is as important as the document created. These frameworks are living structures, designed to evolve over time while providing clarity, stability, and continuity across generations.
Founded in 2001
The family is unique in the same way that every one of its members is unique. That is what makes it such an intense and potentially volatile crucible over time.
Trust & Fiduciary Services
Through our trust company and trusted partners, we assist families in establishing and administering trust structures designed to protect and manage assets for the benefit of current and future generations. We also act as fiduciary, nominee, or representative in transactions and negotiations, allowing families to operate with discretion when required. This can include interactions with tax authorities, corporations, or cultural institutions. For families who wish, we serve as a central point of coordination, helping members who may be less familiar with financial, legal, or administrative matters.Estate & Taxes
For globally mobile families, how wealth is held and passed on has become increasingly complex. Individual decisions by family members can have significant tax and legal consequences across jurisdictions, making coordinated planning essential. We help families navigate regulatory and fiscal changes, coach family members on estate and tax matters, and facilitate thoughtful discussions around inheritance, marital agreements, and wealth transition. Beyond technical structures, we support intergenerational preparation through education programs and practical involvement, helping the rising generation become confident, responsible stewards of family wealth.Wealth Management
In today’s fast-changing world of geopolitics, regulation, and technology, managing private wealth requires thoughtful, forward-looking strategy. We facilitate structured conversations with you and your family to define goals, values, and long-term priorities, helping to establish an investment policy or investment committee where appropriate. We then support implementation and ongoing oversight, assisting with the selection and monitoring of managers, funds, and alternative investments. With our collaborators we also create opportunities to co-invest alongside like-minded families in private debt, private equity, real estate, and venture capital.Philanthropy
Philanthropy offers families a meaningful way to express shared values and engage all generations in a common purpose. We support the creation and structuring of charitable foundations and giving programs that involve family members across branches and age groups, including those not active in the family business. Well-designed philanthropic initiatives strengthen unity, create meaning beyond wealth, and allow each generation to contribute to and shape the family’s long-term legacy.Peripheral Services
We represent our clients in a wide range of lifestyle and personal matters, coordinating trusted external professionals worldwide. From property-related support and household administration to art collection management and the organization of travel, events, and special occasions, we act as the central point of oversight to ensure every detail is handled smoothly, discreetly, and in line with the family’s interests.
Philippe J .Weil TEP CEO who started his career with leading financial institutions in Wealth Management and Private Banking in Zurich, New York and Tel Aviv back in 1985, founded the firm in 2001 . Philippe is also Founder of the Rimon Foundation and P.J.Weil Trust Ltd.
Jacob Weiss CPA&MBA, CFO & Managing Director of the firm joined in 2012 bringing his vast knowledge of Private Equity and Venture Capital he acquired as CPA and CFO in various Israeli start-ups and international firms. Jacob is Director of the Rimon Foundation and of P.J.Weil Trust Ltd.
Eveline Levy, M.A. Organisational Psychology, Member of the Management, accompanies PJW since 2001 as Family Consultant, Lecturer, HR responsible and Educator.
Lima Dassouky, B.A. Middle East, PA to the founder, joined PJW in 2009 and has held numerous roles including lifestyle services management. Currently on sabbatical.