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
B.A. in Economics and Management
Managing Partner & Founder | Head of Investments & Strategic Partnerships
Robbie Politzer brings over 20 years of senior management experience across Israel’s capital markets, institutional financial sector, and private banking landscape. For the past 17 years, he held a series of senior executive positions at Harel Insurance & Finance, where he served as a Group Vice President, member of the Extended Management Team, and Head of the Banks & Institutional Division. In these roles, he played a key role in shaping and leading the Group’s business and financial activities.
Throughout his tenure, Politzer led capital-raising initiatives and large-scale sales and distribution activities across the Group and with its business partners. He initiated and led strategic partnerships and cross-divisional organizational initiatives, while heading Harel’s direct business distribution platform for investment products to banks and institutional investors throughout Israel. In parallel, he was involved in developing new business initiatives, managing teams, and leading complex strategic projects.
In recent years, Politzer successfully led and managed, alongside and on behalf of the Group’s Deputy CEO, the activities of Harel Finance Club (HFC), Harel’s premium financial community. The initiative focused on developing and leading a professional community of financial marketers and sales professionals within the Group, fostering excellence and driving business performance. At the same time, he was involved in leading Harel Friends, the Group’s strategic client club, serving high-net-worth families, senior executives, and premium clients.
In addition, Politzer founded and led the Family Office platform established within one of Harel Group’s affiliated companies. The platform focused on developing sophisticated investment models, creating and distributing differentiated investment solutions, and delivering tailored solutions to qualified clients, wealthy families, and eligible corporations. As part of this role, he led financial planning processes, investment architecture, and the integration of the Group’s broad range of financial solutions, with a strong focus on creating long-term value for clients.
During his years at Harel Group, Politzer held a range of additional senior responsibilities, including serving as a lecturer and panelist at leading professional conferences organized by the Group and by institutional financial organizations in Israel. He was also an active member of professional forums spanning the Group’s investment, long-term savings, and financial divisions, contributing to the development of innovative investment products, the advancement of sophisticated investment solutions, and the leadership of financial sales activities over many years.
At UHY CAPITAL, Politzer leads the firm’s Investment Strategy & Strategic Partnerships, identifying investment opportunities, developing relationships with leading financial institutions in Israel and internationally, and tailoring investment solutions to clients with significant wealth.
Robbie Politzer
Moti Sosna
CPA
Managing Partner & Founder | Head of Wealth Structuring
Moti Shushana is a Certified Public Accountant specializing in Israeli and international taxation, with extensive experience advising high-net-worth families, affluent individuals, and clients with complex financial needs. His expertise encompasses ownership structuring, sophisticated tax solutions, wealth management, and intergenerational planning, enabling him to provide comprehensive and tailored advisory solutions aligned with the needs of each client and family.
As part of his practice, Shushana advises clients on developing comprehensive financial frameworks that integrate trust structures, domestic and international tax planning, risk management, and the long-term preservation of family wealth. His experience with leading accounting firms, combined with a highly analytical approach, enables him to help clients establish efficient, sustainable structures for the management and orderly transfer of wealth across generations.
Shushana holds a Bachelor’s degree in Management Accounting and Information Systems from the Jerusalem College of Technology – Lev Academic Center.
Kobi Shtainmetz
CPA, ADV
Founder & Managing Partner | Chairman – Investment Committee
Kobi Steinmetz is a Founding Partner of Steinmetz Aminach & Co., which he established in 1987 together with Raam Aminach. He is among Israel’s most experienced professionals in taxation, financial planning, and wealth management for high-net-worth families. For decades, Steinmetz has advised controlling shareholders, business groups, and affluent families on complex financial matters, including the structuring of ownership arrangements, international tax planning, and the development of intergenerational solutions for the preservation, management, and orderly transfer of significant wealth.
Steinmetz’s extensive management and board-level experience provides clients with a broad perspective that integrates tax expertise, business acumen, and regulatory insight. He has served as a Director of Mizrahi-Tefahot Bank and as Chairman of the Bank’s Audit Committee, as a Director of Ofer Investments, and as a member of the Ethics Committee of the Tel Aviv District of the Israel Bar Association.
A Certified Public Accountant and Attorney, Steinmetz holds a broad academic background in Economics, Law, and Accounting from Tel Aviv University. He brings together deep professional expertise, extensive practical experience, and strategic judgment. He is also a co-author of the professional publication “Pension Taxation and
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Shmulik Hirshfeld
CPA, ADV
Founder & Managing Partner | Chairman – Investment Committee
Shmuel Hirschfeld is a Certified Public Accountant and Attorney, Partner and Owner at Steinmetz Aminach & Co., with extensive experience advising clients at the intersection of taxation, law, finance, and regulatory matters. His multidisciplinary expertise enables him to provide clients with practical, sophisticated advice across transactions, ownership structures, and complex financial processes, while addressing their individual needs and the business challenges they face.
Over the years, Hirschfeld has advised non-profit organizations and public-benefit entities, public and private companies, and a wide range of clients on complex tax planning matters, advance tax rulings, and tax arrangements, as well as representing hundreds of clients before the Israeli tax authorities. His combination of accounting, legal, and regulatory expertise, together with extensive experience in professional teaching and knowledge sharing, enables him to provide clients with practical, implementable, and long-term solutions in tax planning, wealth management, and strategic financial advisory.
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.