Solutions by Audience
Every client comes from a different place, with different needs and goals. Choose the profile that describes you and receive a focused response.
Private Investors
Private investors building an asset portfolio, creating passive income, or growing family wealth — the integrated envelope at Horizon Psagot Group provides multi-dimensional analysis before every decision.
Your Challenges
- Sourcing quality opportunities in a sea of offers
- Independent, professional risk assessment
- Building an optimal financing structure
- Comprehensive tax, holding and exit planning
Real Estate Developers
Developers on projects of any size — from a private home to a demolish-rebuild project — receive guidance that connects financial, legal, planning, and commercial aspects.
Your Challenges
- Financing complex projects
- Managing relationships with tenants and authorities
- Cash flow throughout the construction period
- Commercial planning of the final units
Families & Individuals
Major economic decisions in family life — buying a home, improving financial situation, long-term financial planning — are best made with an integrated view of all components.
Your Challenges
- Choosing the right mortgage path
- Balancing expenses, savings and investment
- Long-term family-financial planning
- Dealing with debt or financial pressure
Business Owners & SMBs
Small-to-medium business owners receive a single advisor with a systemic view — financing, strategy, assets, and recovery — without running between advisors who don't talk to each other.
Your Challenges
- Cash flow and working capital
- Strategy for growth or pivot
- Commercial real estate or asset creation
- Settling debts with creditors
Specialized Financing Needs
Clients rejected by banks, those with negative BDI, or with a complex credit history — we specialize in building creative solutions, even in situations that appear hopeless.
Your Challenges
- Rejected mortgage or loan from the bank
- Negative BDI / problematic credit history
- Need for a complex financing structure
- Settling debts before receiving new financing