Family Office Migration
Cross-border relocation of UHNW family-office operations across jurisdictions. The 2018-2026 period has been one of the most active Jewish family-office migration windows in modern history.
Major migration patterns across this period include: US Northeast and Sun Belt to Florida (state-tax and lifestyle drivers); Continental Europe — particularly France — to Israel, the UK, and Switzerland (tax, security, and Israel-specific drivers); UK to Switzerland, the UAE, and other jurisdictions (driven by UK non-dom regime changes through the 2024-2026 reform period); Russia and CIS to Israel, the UAE, and Switzerland (post-2022 sanctions and geopolitical drivers); and Latin America to the United States and Israel (currency and political drivers).
The 2026 Israeli aliyah tax reform window (November 5, 2025 – December 31, 2026) has substantially accelerated Jewish family-office migration to Israel across multiple origin jurisdictions. The combination of the preserved ten-year foreign-source exemption, the new five-year capped Israeli-source exemption, and the worldwide disclosure regime has produced unusual activity through 2024-2026. Migration operations typically span 6-18 months across principal relocation, structural restructuring, banking architecture, real-estate establishment, and family-administration repositioning.
Major Israeli law firms — Herzog Fox & Neeman, Meitar, Yigal Arnon-Tadmor Levy, Goldfarb Gross Seligman — and the major Swiss private banks have substantially expanded advisory capacity supporting the migration cohort across this period.
Read Next in The Olam
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- Ten-Year Foreign-Source Exemption — The structural tax anchor
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