About Shine Group

History & Legacy

Shine Group proudly builds on a rich legacy of guiding complex, multinational families with a focus on discretion and long-term vision. Founded by Adv. Michael Shine (of blessed memory) in the late 1970s, we have developed significant expertise in cross-border structuring, trusts, taxation, and asset protection, supported by Michael Shine & Partners, a leading private-client law firm in Israel. In 2008, we took a significant step forward by establishing Shine Group, aiming to create a comprehensive platform that integrates legal, fiduciary, tax, and investment expertise tailored specifically for globally mobile families. Today, we are thrilled to serve as a trusted partner for high-net-worth families all around the world. Our mission centers on cultivating meaningful relationships, promoting disciplined governance, and preserving valuable traditions. Together, we champion effective wealth stewardship by implementing structured strategies, making informed choices, and fostering mutual trust, all to pave the way for a bright and prosperous future.

Mission & Values

Mission

Shine Group’s mission is to help multinational families preserve, protect, and responsibly manage their wealth across generations. We strive to simplify complex issues through integrated advice, disciplined oversight, and thoughtful structuring, all tailored to each family’s unique circumstances and long-term goals.

Values

Trust and Discretion

Confidentiality, integrity, and professional responsibility lie at the heart of everything we do. Building trust takes time and relies on being consistent, transparent, and respectful of our clients' privacy.

Tailor‑Made Thinking

We acknowledge that each family possesses distinct characteristics. Therefore, effective guidance must be tailored to reflect the unique structures, values, and sensitivities of each individual family unit.

Long‑Term Perspective

Our approach focuses on generations. We prioritize sustainability, continuity, and resilience over short-term results, helping families navigate change with clarity and confidence.

Professional Rigor

Our endeavors are firmly based on robust legal principles, diverse multidisciplinary expertise, and strict compliance with comprehensive regulatory and governance frameworks across various jurisdictions.

Client‑Centricity

We prioritize our clients over products because we believe in building lasting partnerships. Our commitment is to coordinate, guide, and support families every step of the way as trusted allies.

Our Management Team

Shira Shine

Advocate | Senior Partner & Managing Director
Shira Shine is a leading expert in international private client practice, specializing in cross-border estate planning, trust law, and multi-national family asset protection. She holds an LL.B (Cum Laude) from Manchester University and was admitted to the Israeli Bar in 1999. Shira is a qualified Trusts and Estates Practitioner (TEP) and serves as Chair of the Trusts Committee of the Israel Bar Association. As Senior Partner and co-Managing Director at Michael Shine & Partners, Shira advises high-net-worth individuals and global families on complex matters including trust and foundation structuring, international taxation, succession planning, and wealth preservation. With over two decades of experience, she is recognized for delivering innovative, tailored solutions and for her close, long-term advisory relationships with multi-generational families. Shira also leads holistic family governance strategies and has published extensively in leading Israeli and international journals. She is consistently ranked as a leading expert in international taxation and trusts.

Alon Shine

Advocate | Managing Partner & Managing Director
Alon Shine specializes in the intersection of law and finance, advising private clients, trusts, and family structures on wealth preservation, financial structuring, and cross-border investments. He holds an LL.B and a BA in Finance from the Interdisciplinary Center Herzliya and was admitted to the Israeli Bar in 2008. Alon is a qualified Trusts and Estates Practitioner (TEP). As Managing Partner and Managing Director at Michael Shine & Partners, Alon focuses on asset management and portfolio planning, including hedge funds, venture capital, bespoke financial instruments, and international real estate investments. He also advises on corporate transactions, private banking, and regulatory frameworks across multiple jurisdictions. Alon is known for his ability to integrate legal and financial expertise, providing practical, commercially driven solutions tailored to the needs of high-net-worth individuals and families worldwide.

Yeshai Kav

Chief Investment Officer
Born in Israel, Yeshai is a Certified Investment Advisor licensed with the Israel Securities Authority, and holds BSc and MBA degrees. Prior to joining MSA, Yeshai held senior investment advisory positions at two leading Israeli banks.
Yeshai specialises in individual client risk and investment profile assessments, strategic asset allocation, and portfolio structuring for High Net Worth, family and corporate clients via the Identification and analysis of specific client needs and objectives, as well as currency and sector preferences.
He seeks first and foremost to produce tailor-made objectives for each client, on an individual and case by case basis, by devising client portfolios with varied ratios of bonds (Fixed Income), Equities, Metals and Commodities, Derivatives, Alternative Investments and other financial Instruments.

OUR PEOPLE

Roie Rahamim

Chief Operationg Officer
Born in Israel, Roie is an Industrial Engineer holding a BSc and an MBA in Information Systems. Prior to joining MSA, Roie was a Project Manager for leading Israeli High-Tech companies and he has extensive experience in managing complex international projects and expertise in banking information systems. In his capacity as CTO, Roie manages the integration between external banks’ information systems and internal systems. In addition, he manages various projects on behalf of the company’s clients, leads MSA’s innovation project and oversees daily operational matters for our clients.

Lior Gabai

Head of Compliance
Lior, born in Israel, is a senior expert on regulatory compliance. She holds undergraduate and post-graduate degrees in law (LL.B., LL.M.) and has been a member of the Israel Bar Association since 2002. Lior has an impressive record in all matters relating to the increasing compliance requirements of the present-day reality. She ensures that she is kept up to date on all aspects of regulatory compliance, due diligence and KYC (the “know your client” process). Lior’s expertise covers a wide range of subjects, including the ongoing management of adjustments to the compliance requirements of international and local financial institutions, procedures for the registration of trusts and companies, adjustments to the recording of commercial accounts in the name of individuals, trusts and companies, and the management thereof.

About our Compliance Team

Our Compliance team provides comprehensive compliance, regulatory and reporting services for both simple and complex international wealth structures, including trusts, companies, foundations, partnerships, investment vehicles and private holding arrangements across multiple jurisdictions.

With extensive experience working alongside leading private banks in Switzerland and financial institutions worldwide, we assist clients, trustees, family offices and professional advisers in managing banking compliance requirements, account reviews, onboarding procedures and ongoing due diligence obligations. Drawing on longstanding relationships and a deep understanding of banking expectations, we help clients navigate increasingly complex compliance requirements efficiently and effectively while maintaining access to international banking services.

Our services encompass client due diligence reviews, source of wealth and source of funds analyses, CRS and FATCA classifications, registrations and reporting, beneficial ownership disclosures, documentation reviews, remediation projects, regulatory information requests and ongoing compliance monitoring. Careful attention is given to ensuring that structures and reporting positions remain consistent with legal requirements, regulatory expectations, and industry best practices.

The team regularly coordinates with banks, trustees, companies’ directors and administrators, investment managers, brokers, auditors and legal and tax advisers in Israel and internationally, providing practical solutions to complex compliance and reporting matters. Close collaboration with clients and their advisers worldwide helps ensure that reporting positions remain accurate, defensible, and aligned with constantly evolving regulatory standards.

Combining legal expertise with extensive practical experience in international banking, trust administration and private wealth structures, the Shine Group delivers commercially focused compliance solutions that help clients meet their obligations efficiently while preserving the integrity, continuity, and long-term objectives of their wealth planning arrangements.

Alphen Asset Management AG

Ariella Schärer

General Manager
Born in the USA in 1983 and living in Switzerland since 1985, Ariella is a graduate of Ben Gurion University, with a BA in Economics and Business Administration in 2009 as well as a Certified International Wealth Manager (CIWM) issued by the Association of International Wealth Management (AIWM) in 2019. Since joining Alphen Asset Management AG in June 2023, Ariella serves as General Manager and Senior Portfolio Manager of Alphen. Her role is to manage client investments and portfolios. She is also responsible for the management and development of client and custodian relationships. Prior to joining Alphen, Ariella worked for 12 years in Wealth Management at various Swiss Private Banks, starting in 2010 at IDB (Swiss) Bank in Geneva, then joining Bank Hapoalim in Zurich in 2014 and finally from 2017-2022 at Rothschild & Co Bank AG in Zurich as a Client Advisor with focus on the Israeli markets.

Brikena Daku

Head of Administration
Born in Kosovo in 1995 and living in Switzerland for almost 10 years, Brikena holds degrees from the University of Geneva and Rochester Institute of Technology. As Head of Administration and Private Banking Executive at Alphen Asset Management AG, she supports portfolio managers and client advisors in all financial trading activities, including securities trading of customer assets with custodian banks. She acts as a key liaison between Swiss custodian banks and outsourced compliance teams, ensuring adherence to FINMA regulations and new financial market rules. Brikena also coordinates with the Shine Group in Israel, supervises client file management and account openings, and ensures all transactions comply with Anti-Money Laundering Act guidelines and internal control systems. In addition, before joining Alphen, Brikena gained several years of valuable experience in asset management companies during and after her studies.

Client Relations & Legacy

Saul Borowitz

Senior Relationship Manager
member of the investment committee
Born in South Africa in 1969, Saul studied Bachelor of Accounting and Bachelor of Commerce at the University of the Witwatersrand Johannesburg. He qualified as a South African Chartered Accountant in 1992 and completed his articles of clerkship (staj) with Arthur Andersen in 1995. He is an Australian Chartered Accountant and qualified financial professional. Saul was the CEO of a leading Family Office and Wealth Management business for 10 years as part of the Barry Mendel Frank Group. Prior to that he was with Investec Bank in Johannesburg South Africa for seven years where he practiced as a Private Banker for High Net Worth Individuals. Managing and caring for clients has always been Saul’s priority. In addition, he has vast experience and technical expertise in global portfolio management, private banking and wealth preservation. Saul joined the MSA Shine Global Family Office having emigrated to Israel from Sydney Australia.

David Lahmi

Head of Business Development
member of the investment committee
Born in France, David studied Business and Economics at Université Paris IX Dauphine and Bar Ilan University, and brings more than fifteen years of experience in Corporate and Private Banking. Before joining Shine Global Family Office, David served as Vice President at Lombard Odier in Geneva, advising High Net Worth clients across Europe and Israel. Earlier in his career, he held senior positions in leading European banks on the Corporate and Investment Banking side, giving him a solid grounding in the real economy that sits behind every balance sheet. David's focus is on building lasting relationships with HNW families and opening new markets, with particular depth in Israel and Europe. He believes that truly understanding a client is the only reliable starting point for sound financial and personal outcomes.

Investment team

Uriel Zilberman

Portfolio Manager
Born in Israel in 1986, Uriel is a Certified Investment Manager licensed with the Israel Securities Authority and holds a BA degree in Economics from Haifa University and MBA degree in Business Management from Tel Aviv University. Prior to joining MSA, Uriel held senior investment manager positions at the most leading pension and mutual fund companies in Israel. Since joining MSA, Uriel serves as an analyst specializing in Fixed Income and Equities investments. A Portfolio Manager with experience at institutional investment companies, Uriel has a background in investment analysis and client portfolio management. Uriel was responsible for many different funds investing in domestic and non-domestic assets, with assets under management of billions of shekels.

Noy Leibovich

Head of PE & Alternative Investments
Born in Israel, Noy is a Certified Public Accountant licensed with The ICPAI and holds a BA in Accounting and Economics and an MBA specializing in Financial Systems Management, both from Tel- Aviv University. Prior to joining MSA, Noy initiated and served as the senior investment manager of TreCapital, a hedge fund investing in U.S. REITs and as a portfolio manager at Mabat-Up Group, overseeing and managing a portfolio of over 1 billion ILS. Formerly worked for EY, providing accounting and due diligence services for a large variety of companies. Noy Specializes in private equity investments, venture investing, capital markets, and real estate, including valuation, data-analysis, forecasting, overseeing accounting, budgeting and performing complex analytical processes.
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