UHY Capital
UHY CAPITAL was established as a wealth management and Family Office platform providing a comprehensive, integrated framework for ultra-high-net-worth families, controlling shareholders, and entrepreneurs. The platform is built upon the professional infrastructure of Shtainmetz Aminoach & Co., one of Israel’s leading firms in complex taxation and financial planning, as well as the international UHY network operating in approximately 100 countries.
We provide a holistic service offering that includes international tax planning, trust structures, investment management, liquidity solutions, asset allocation, alternative investments, family governance, intergenerational planning, and transaction advisory. Our operating model enables a consolidated view of the family’s assets—financial, business, and personal—while developing a long-term strategy for wealth management and preservation.
Our activities are conducted on an independent basis, in collaboration with private banks, investment managers, investment funds, legal advisors, and international institutions. This approach provides our clients with access to sophisticated investment opportunities and tailored financial solutions.
Our Approach
Our approach is centered on designing comprehensive financial architectures tailored to each client’s unique needs. We integrate legal, financial and cross-border considerations into a single, coherent framework, guided by long-term perspective and flexibility. Our engagement is ongoing, ensuring alignment with regulatory, business and family developments over time.
Who We Work With
We work with high-net-worth individuals, families, entrepreneurs, business owners and corporate entities operating locally and internationally. Our clients seek strategic, discreet and long-term advisory, including wealth structuring, risk management and access to sophisticated financial opportunities.
Areas of Expertise
Our expertise spans private wealth architecture, strategic investments and alternative assets, global financial access, corporate transactions and capital advisory, cross-border tax strategy, and risk and protection solutions. These disciplines are integrated into a comprehensive framework tailored to our clients’ financial complexity.
Why UHY CAPITAL
We combine multidisciplinary expertise with strategic long-term perspective and complete discretion. Our work focuses on designing sophisticated financial structures while maintaining clarity, control and coordinated oversight across all relevant parties. This approach supports informed decision-making and durable solutions.
Global Reach
Through professional relationships and collaboration with leading financial and legal institutions in Israel and all over the world, we provide clients with access to advanced international solutions. This enables cross-border structuring, access to global banking platforms, and efficient management of assets across multiple jurisdictions.
Executive Management
Managing Partner | Head of Investments & Strategic Partnerships
Robbi Politzer brings over 25 years of experience in investments, long-term savings, and financial solutions for ultra-high-net-worth clients. In his senior role at Harel Insurance and Finance Group, he led investment and distribution activities for institutional investors, private banks, wealth management firms, and high-net-worth families.
Mr. Politzer led capital raising for alternative investment funds, developed advanced investment solutions, and expanded activity with qualified investors and Family Offices. His experience includes asset allocation, construction of complex investment portfolios, and relationship management with international private banking institutions.
At UHY CAPITAL, Politzer leads the firm’s investment strategy, providing access to unique investment opportunities and tailoring solutions for clients with significant wealth.
Robbi Politzer
Moti Sosna
Managing Partner | Head of Wealth Structuring
Moti Shoshana specializes in structuring holding frameworks, tax planning, and wealth management for affluent families and complex clients. In his role, he advises clients on building a comprehensive financial architecture, including trust structures, tax solutions, intergenerational planning, and risk management.
Mr. Shoshana brings professional experience from leading accounting firms, combined with a strong analytical approach and a broad understanding of the needs of high-net-worth families. His work focuses on creating stable, efficient, and long-term structures for managing and preserving family wealth.
He holds a Bachelor’s degree in Managerial Accounting and Information Systems from Lev Academic Center, Jerusalem.
Kobi Shtainmetz
Founder & Managing Partner | Chairman – Investment Committee
Kobi Shtainmetz is a co-founder of Shtainmetz Aminoach & Co. and one of Israel’s leading professionals in taxation and financial planning for high-net-worth families. Over several decades, he has advised controlling shareholders, business groups, and affluent families on the structuring of complex holding arrangements, international tax planning, and intergenerational wealth transfer.
Mr. Shtainmetz served as a director at Ofer Investments and as a director at Mizrahi Tefahot Bank, where he chaired the Audit Committee. His experience combines regulatory expertise, deep financial insight, and a broad strategic perspective in the management of significant wealth.
He is both a Certified Public Accountant and an attorney, holding a Master’s degree in Economics, as well as bachelor’s degrees in Law, Accounting, and Economics from Tel Aviv University. Mr. Shtainmetz is also co-author of the professional compendium “Pension Taxation and Provident Funds,” considered one of Israel’s leading professional publications in the field.
Shmulik Hirshfeld
Shmuel Hirschfeld brings extensive experience in taxation, legal advisory, and complex financial structuring for private clients, families, and businesses. Combining expertise as both a Certified Public Accountant and Attorney, he advises on tax strategy, wealth planning, and financial structures requiring a multidisciplinary and long-term perspective.
Shmuel is a member of the Tax Committee of the Israel Bar Association and formerly served as Director at Hellman & Aldubi Provident Funds. His broad professional background enables him to provide clients with thoughtful, strategic guidance across legal, tax, and financial matters.
Holistic Wealth Management Approach
Proven Experience with Complex Wealth
Independent and Client-Aligned Advisory Model
UHY CAPITAL delivers a comprehensive Family Office framework designed to manage, preserve, and transfer wealth across generations. We integrate tax planning, investments, governance, trust structures, and risk management under a single strategic advisory platform.
Our leadership brings decades of experience advising ultra-high-net-worth families, founders, and controlling shareholders. This experience enables thoughtful decision-making, sophisticated structuring, and long-term wealth preservation strategies.
UHY CAPITAL operates independently, without preference toward any financial institution. This ensures objective decision-making and solutions aligned solely with the client’s interests.
UHY CAPITAL supports families in building governance frameworks, investment policies, and structured wealth transfer plans designed to preserve capital across generations.
Intergenerational Wealth Continuity
Global Reach and International Capabilities
Deep Expertise in Tax and Trust Structuring
Access to Exclusive Investment Opportunities
Discretion and Personalized Service
Supported by the UHY international network, we provide access to cross-border tax expertise, global structuring capabilities, and international investment opportunities for families with global assets.
Our core strength lies in complex tax planning, trust structures, and intergenerational wealth transfer. We design efficient frameworks for wealth preservation and long-term capital continuity.
Clients benefit from exposure to private markets, alternative investments, direct deals, and institutional-quality opportunities not broadly available to the public.
We operate with the highest level of confidentiality and partner-led service. Each client receives tailored strategies aligned with their wealth structure, goals, and long-term vision.