How do you advise clients on transferring large sums from the U.S. to Israel?

Do you plan around Bank of Israel regulations on foreign currency?

Absolutely. All transfers, investments, and accounts are structured in accordance with Bank of Israel regulations. We stay current with evolving rules to ensure every client’s financial plan remains compliant, transparent, and optimized for both jurisdictions.

How do I manage fluctuations in currency exchange rates in my portfolio?

This is best addressed through a strategy that is mindful of currency exposures, and possibly owning assets in multiple currencies. We can put together for you an investment plan to address this.

I moved abroad in the past few years – what should I be doing with my money in the USA?

Generally for US citizens living broad, we think that liquid portfolios of stocks, bonds, mutual funds, ETFs etc should continue to be managed in US domiciled accounts, unless you need to live off that money or if you need funds to purchase a home.

Investments in overseas domiciled mutual funds are taxed at a high rate by Uncle Sam. Also, your US-based retirement accounts (IRA, SEP IRA, 401k etc) cannot be transferred elsewhere without penalty (unless you have reached age 59.5).

How do you advise clients on transferring large sums from the U.S. to Israel?

Navigate

Subscribe to Our Newsletter