Tal Kaufman heads the firm’s Wealth Management and Intergenerational Transfer Department and brings over 20 years’ experience in legal and financial advisory work for some of the largest companies in Israel. Prior to joining the firm, she held senior in-house roles, including at the Shufersal retail chain and as Head of the Legal Department at Medan Insurance Group, alongside extensive hands-on experience in the pension and retirement-planning sector.

Tal combines legal training with deep financial expertise. She holds an LL.B (with honors) from Tel Aviv University, an MBA, completed studies in financial planning, and holds a pension license. This integrated background enables her to advise clients holistically, covering wealth management, personal financial and pension planning, retirement processes, and the drafting of enduring powers of attorney, wills, and prenuptial agreements. Clients benefit from advice that aligns legal structures with financial strategy and long-term family considerations.

Her practice is guided by the understanding that increasing life expectancy requires thoughtful planning at every stage of life. She works closely with clients to map their needs, define objectives, and implement tailored legal and financial frameworks that protect assets, preserve quality of life, and support intergenerational continuity. Her approach is personal, structured, and implementation-driven, ensuring that planning translates into practical outcomes.

In parallel, Tal lectures organizations on intergenerational transfer and wealth planning. Drawing on her work with families, individuals, and corporations, she integrates legal insight, financial understanding, and real-world experience to help clients plan with confidence, reduce uncertainty, and build a stable foundation for future generations.

Practice Areas
• Enduring powers of attorney
• Wills and intergenerational transfer
• Prenuptial agreements
• Family mediation
• Retirement planning
• Holistic financial planning
• Organizational lectures and advisory services

Education
Tel Aviv University, LL.B (Hons), (YEAR)
Add University here, Master of Business Administration (YEAR)
Add University here, Certified Financial Planner (CFP) studies (YEAR)
Add University here, Master NLP, (YEAR)

Admissions & Certifications
Israel Bar Association, 1996