M.S.A. Shine Global Family Office Ltd.

Overview

Shine Group serves high-net-worth families and individuals with multinational structures, complex family arrangements and long-term wealth preservation needs. Its family office coordinates expertise across jurisdictions and generations, helping align legal, fiduciary, tax, investment and corporate matters.¹

History

The group traces its origins to Advocate Michael Shine in the late 1970s. Shine Group says it established its integrated platform in 2008 to bring together legal, fiduciary, tax and investment expertise.²

Leadership

Shira Shine is Advocate, Senior Partner and Managing Director. Her work focuses on cross-border estate planning, trust law, family asset protection, taxation and succession planning.²

Alon Shine is Advocate, Managing Partner and Managing Director. He advises on wealth preservation, financial structuring, cross-border investments, asset management and portfolio planning.²

Yeshai Kav is Chief Investment Officer and a Certified Investment Advisor licensed by the Israel Securities Authority. His responsibilities include risk profiling, strategic asset allocation and portfolio structuring.²

Services

Shine Group provides wealth and succession planning, wills, trusts, inheritance frameworks, family governance, cross-border structuring, investment oversight, tax advisory and accounting coordination.³

Through Alphen Asset Management AG, the group offers discretionary and advisory portfolio management through an independent, licensed Swiss asset management company.³

The family office coordinates access to actively managed certificates, private equity, private credit, real assets and other alternative investments for qualified or eligible investors.³

It also provides cross-border tax structuring and advisory with external specialists, together with accounting oversight through a network of established accounting firms.³

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Family governance and education
• Private and alternative investments
• Cross-border planning

Client Focus

The group works with high-net-worth families and individuals with multinational structures, complex family arrangements and long-term wealth preservation needs. Its services are designed for families seeking coordinated planning and long-term wealth preservation across generations.¹

Approach

Shine Group describes its approach as governance-first, emphasizing control, transparency, long-term continuity, inter-generational responsibility and alignment among legal, tax, investment and succession decisions.³

The group states that its investment solutions are offered only to qualified or eligible investors, subject to applicable laws, regulatory requirements and formal agreements.³

FAQs

Related resources

• LocationMultifamily offices in Herzliya Pituach

  This directory page helps families compare multifamily office options in Herzliya Pituach, a location relevant to owners with Israeli and international interests. It can support early research into providers that coordinate investment management, tax planning, estate planning, fiduciary work and family governance for families with assets and responsibilities across generations.

• Network siteOffshoreTrusts.com

  These guides explain how offshore and international trusts can fit into cross-border asset planning, succession and tax discussions. They give a family or business owner useful background before speaking with a firm about trust structures, fiduciary responsibilities, estate arrangements and assets held in more than one country.

• GuideMFO vs SFO vs virtual family office

  This comparison outlines how a multifamily office differs from a single-family office and a virtual family office. A reader can use it to consider which structure fits the family's scale, desired access to investment, tax, estate and governance expertise, and need for coordination across countries and generations.

• GuideQuestions to ask a multifamily office

  This question guide helps a prospective client prepare for conversations with a multifamily office. Topics such as investment oversight, tax planning, fiduciary services, estate work, family education, fees, reporting and cross-border coordination can clarify whether a provider fits a multinational family or business owner's needs.

• Similar firmsHeritage Family Office
  McFaddens & Co
  Attar Management and Investments

  These profiles offer additional points of comparison for families researching firms that serve wealthy individuals and business owners. Reviewing Heritage Family Office, McFaddens & Co and Attar Management and Investments alongside Shine Group can help readers compare service mixes, regional focus and approaches to investment, governance, tax and estate matters.

Sources

1. Shine Group Global Family Office
2. Shine Group About
3. Shine Group Services

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.