Do you specialize in cross-border financial planning?

Yes we do. In particular with regards to Israel-US financial planning, but also between the US and other countries.

Do you have familiarity with Israeli banking systems and requirements?

Yes, we have familiarity with opening Israeli Bank accounts for American Olim (immigrants). Nardis Advisors is well versed in the key banking issues that affect new olim such as – transferring money to Israel from the US, management of currency risk, and understanding of local banking regulations and practices.

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Are you licensed to give financial advice in both Israel and the USA?

Yes, Norman H. Chait, CFA is one of the few fiduciary advisors licensed to give advice in both in Israel and the US in the field of wealth management and cross border financial planning. Norman is registered both with the US Securities and Exchange Commission and the Israel Securities Authority.

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Do you speak Hebrew fluently?

Yes, Norman made Aliyah to Israel from South Africa initially in January 1984, and has a Law Degree from the Hebrew University of Jerusalem where the language of instruction is Hebrew. We have a number of Hebrew speakers on our team.

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Do you specialize in cross-border financial planning?

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