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. Read More: https://nardisadvisors.com/israel-banking-system-expats/

How many clients do you have who are US retirees living in Israel?

Nardis Advisors manages several dozen clients who are both retired and US citizens. Some of them have lived in Israel for many years, and have Israeli pension assets, while others have made Aliyah, immigrated, to Israel in recent years and most of their retirement assets are custodied in the US. With regards to Israel pension assets, we work closely with Israel pension advisors because this is a separate function in Israel, whereas in the US we manage retirement assets directly.

Learn more

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.

Learn more

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.

Learn more

Do you have familiarity with Israeli banking systems and requirements?

Navigate

Subscribe to Our Newsletter