Investments
Every account, platform and pension consolidated, monitored, and benchmarked against your goals.
Legacy to Life
Organise your wealth,
before your family needs it.
Specialist succession planning for English-speaking families and business owners in Israel. Bring your wealth, documents, and family plan into one clear view before your family needs them.
The Gap
If something happened tomorrow, would your family know who gets what — and where it all is?
You've spent your life building real wealth. A pension here. Investments there. Properties in two countries. Policies taken out years ago. A will with your lawyer. But there's no single view of all of it, no plan for whether you're on track, and no guarantee your wealth would transfer smoothly.
Our Difference
You have the pieces. Nobody has the picture.
Your pension adviser understands your retirement provision, your banker manages your accounts, your lawyer protects your estate intentions, and your broker oversees your investments. Each provides expertise in a specific area, but lasting financial clarity comes from bringing every part of your financial life together in one integrated plan.
Legacy to Life is where it all comes together, so what you've built moves on the way you intended.
Review RequestThe Legacy Centre Dashboard
One secure screen showing everything you own — investments, pensions, properties, policies — in one place, in one currency. You and your spouse see where you stand.
The Secure Document Vault
Wills, powers of attorney, insurance policies, property deeds — uploaded once, linked to the right asset. No more shoeboxes. No more searching when it matters most.
A Plan Your Family Can Follow
Letters of Wishes. Named contacts. A step-by-step guide for what happens if you become ill or you're not there, so the people you love aren't scrambling.
Focus Areas
Bringing all the pieces together.
Property
Every property and jurisdiction, ownership structure, tenants, mortgages, and maintenance contacts — all documented and linked.
Risk & Protection
Every policy including life, disability, and illness cover reviewed against what your family would realistically need.
Succession
A Letter of Instructions showing where everything is and who to call. And a Letter of Wishes capturing your values, your hopes, and a lasting note to the people you love.
Business
Ownership structure. Shareholding. Who takes over, who buys out, and what your family does with it — all documented clearly.
Clarity for both of you
You can't put a price
on certainty.
If you've ever thought “we really should sort this out properly”, you're right. This is not a conversation about death. It's a conversation about getting on the same page, and the peace of mind that comes with it.
You trust him. He's always taken care of things. But you want to know what you have, where it is, and that if life changes — you won't be left in the dark.
He may not have got around to it yet. Not because he doesn't want to, but because nobody quite knows where to start.
You belong in this conversation now. Not later.
We work with families, not just individuals — and we make sure your family would have everything they need when they need to access it the most.
So when the time comes, you'll know what you have, what to do next and who to call. Start the conversation. You'll both be so relieved.
The Process
Go from Scattered
to Secure
We guide you every step, helping you move from scattered to organised, protected, and ready for whatever the future brings.
Build your Legacy Dashboard
Policies, investments, and property mapped into one secure view so you see everything you own in one place.
Organise your records
Wills, powers of attorney, beneficiary nominations — reviewed, updated, and linked to your dashboard.
Create your continuity plan
Clear instructions and letters of wishes for your family. A step-by-step guide for what happens when you're not there.
Define your goals
Set your retirement income needs, lifestyle priorities, and long-term objectives. Cover analysis to protect income, with ongoing tracking so you're on target.
Legacy
A clear plan for who gets what, when, and how. Family meetings where useful.
Our technology partner
Wealthstack
Cedar Capital leads the advice. Wealthstack provides the technology that helps make the plan practical.
To support the Legacy to Life approach, Cedar Capital works with Wealthstack, our technology partner.
Wealthstack provides the digital platform that brings a client's financial information together in one clear, accessible view. It helps organise assets, policies, documents, contacts and key planning information, making it easier for clients and advisers to understand the bigger picture.
01One shared view
Bring assets, policies, documents and contacts together.
02Clearer decisions
Support better conversations between families and advisers.
03Greater continuity
Keep essential information accessible when circumstances change.
Our philosophy
Financial confidence starts with clarity.
See the whole picture, understand what it means and create a plan your family can follow.
Many clients have investments, pensions, insurance, property and important documents spread across different institutions, advisers and countries. They may own substantial assets, but still lack a clear view of what they have, where it is held and how it all fits together.
Cedar Capital's Legacy to Life approach brings the whole picture into focus.
We help clients move through three essential stages:
Clarity
See everything you own, what it is worth, where it is held and which documents belong with it.
Understanding
Connect every asset to the goal it supports, the people involved and the role it plays in your wider plan.
Wisdom
Use the full picture to decide what to protect, simplify or change, and what your family should know next.
The result is more than an organised list of accounts. It is a coherent plan that supports a client's life, their family and the future they want to create.
Not your traditional financial adviser
Your priorities guide every
decision we make.
Most people with real wealth have advisers, documents, and good intentions. But nobody looks at all of it together and asks: is your family protected? Where do documents live? Are your investments on track? Is your wealth structured for the next generation? Have you left clear instructions?
We gather everything, make sense of it, and help turn it into a clear plan built around your goals.
Independent
Not tied to any bank, product house, or investment platform. We earn no commission on anything we recommend.
Holistic
We see investments, pensions, property, cover, and succession as one system. Not one piece of it. All of it.
Objective
A flat subscription. No commissions, no product kickbacks. The advice we'd give our own family.
Coordinated
We work alongside your existing advisers — your bank, your accountant, your lawyer. Nothing gets disrupted. What changes is that someone finally sees the whole picture.
Compassionate
We have seen what happens to families who are left without a clear plan.
Your Adviser
Yaakov Yitzchak (Liron) Mazor, CFP® SA
For more than two decades, Yaakov Yitzchak (Liron) Mazor worked with successful individuals who had built significant wealth, assembled trusted teams of advisers, and accumulated businesses, investments, and properties across multiple countries. Yet he kept seeing the same problem.
Their financial lives were fragmented. Critical information was scattered across people, institutions, and jurisdictions, leaving them without a clear, consolidated view of what they owned, whether it would be enough to achieve their long-term goals, or how their loved ones would manage it all when the time came.
That's why he created the Legacy to Life five-step process and dashboard.
Credentials
- Certified Financial Planner (CFP® SA) — the internationally recognised gold standard in financial planning.
- BCom Honours — financial analysis, economics, and strategic financial management.
- Over two decades in practice with English-speaking families across borders.
- Independent practice — not affiliated with any bank, investment house, or insurance provider.
Client words
"Yaakov Yitzchak (Liron) Mazor gives advice with a level of compassion, care and openness I have not seen in the financial services industry in all my years."— Cedar Capital client
Client story
From Sixteen Files to One Clear Picture
Lionel* was 75, successful and well-organised by most standards. But when we sat down together, we counted sixteen separate files. Properties in two countries. Investments across three banks. Policies taken out decades ago. A will that hadn't been updated in years. His spouse had access to none of it.
We built his Legacy Dashboard. Every asset mapped. Every document linked. Every contact listed. His spouse received her own access. His daughters joined a family meeting to walk through the plan together.
16 separate files
1 clear picture
"I should have done this twenty years ago."
— Cedar Capital client
Packages
Choose the package that supports your goals today.
Every package begins with a one-time setup fee to establish your Legacy Centre Dashboard and financial foundation, followed by a monthly retainer for ongoing monitoring, reporting, and adviser support.
Clarity
Get your financial life in one secure place.
- Legacy Dashboard setup
- Secure Document Vault
- Asset and liability mapping
- Spouse access walkthrough
- 1 annual meeting
Setup Fee: ILS 3,500
Monthly Retainer: From ILS 250
Continuity
Turn the dashboard into a real family continuity plan.
- Everything in Tier 1
- Continuity Plan
- Letters of Wishes and Instructions
- Beneficiary audit
- Goal-based cash-flow and longevity planning
- 2 annual meetings
Setup Fee: ILS 6,000
Monthly Retainer: From ILS 380
Legacy
A holistic view for your family, wealth, and legacy.
- Everything in Tiers 1 and 2
- Active investment monitoring
- Advisory coordination
- Family continuity review
- Multi-generational wealth mapping
- Unlimited adviser access
- 4 annual meetings
Setup Fee: ILS 18,000
Monthly Retainer: From ILS 950
Legacy to Life is an advisory service. If you also choose to have Cedar Capital manage your investments (from ILS 1,000,000), that service covers your monthly retainer, so you're never paying twice for the same oversight.
All packages have a minimum three-month retainer. Prices are in ILS, exclusive of VAT. You can upgrade at any time.
Useful next steps
Practical help for families and trusted advisers.
Use a guide to solve one immediate question, or see how Cedar Capital works alongside the professionals a family already trusts.
For families
Legacy Guides
Clear, practical guides covering succession planning, cross-border wealth, spouse continuity, document organisation, and the Legacy Dashboard.
Explore the guides Read our planning philosophyFor professional partners
A clearer referral path
See how Legacy to Life supports accountants, lawyers, tax advisers, and relocation professionals without replacing their advice.
Explore professional partnershipsClear answers
Questions families often ask.
Legacy to Life is designed to make the important conversations easier to start and easier to continue.
What is succession planning?
It is the process of organising your wealth, important documents, advisers, and family instructions so the people you love know what exists, where it is, and what to do next.
How can families organise assets across countries?
Begin with one consolidated view of investments, properties, policies, pensions, and key documents, then link each item to the right people, contacts, and instructions.
What should a spouse know about family finances?
A spouse should be able to see what the family owns, where key documents are held, who to contact, and what steps to take if circumstances change.
Do I need to replace my existing accountant, lawyer, or financial adviser?
No. Legacy to Life coordinates the information and advice already provided by the professionals you trust. Their specialist roles remain intact; your family gains one clear view and a plan that connects the pieces.
What is included in a Legacy Dashboard?
Your investments, pensions, properties, policies, liabilities, key documents, professional contacts, and family instructions are mapped into one organised view. The aim is clarity, not another pile of paperwork.
What happens during a Private Legacy Review?
It is a private, no-obligation conversation about what you own, where information is currently held, who needs access, and which gaps matter most. You leave with a clearer sense of the next practical step.
How long does the initial organisation process take?
Timing depends on the number of assets, jurisdictions, advisers, and documents involved. The work is staged so you gain useful clarity early while the complete dashboard and continuity plan are assembled.
How are sensitive family documents handled?
Access is limited to the people you authorise. The process is designed to organise and link information securely without making private documents publicly available or disrupting existing professional arrangements.
The next step
Choose the next step that feels right.
Start with a private conversation, or begin in your own time with a practical family checklist.
Free practical checklist
Get the Family Financial Continuity Checklist
Know what your spouse or family should be able to find, understand, and access before they ever need it.
