Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
Absolutely. The U.S.–Israel Tax Treaty offers mechanisms to prevent double taxation, but applying them correctly requires coordination between advisors in both countries. We ensure that income, pensions, and investment returns are reported accurately and structured efficiently so that you only pay what’s legally required—nothing more.
Yes. We work closely with both U.S. CPAs and Israeli tax advisors to ensure your financial plan is fully integrated and compliant with both tax systems. Our goal is to minimize unnecessary taxation and reporting errors while aligning your investment and income strategies across borders.
Yes. We conduct regular portfolio reviews and rebalancing to maintain alignment with your goals, risk profile, and market conditions. This disciplined process keeps your investments on track, especially as your life circumstances or residency status evolve.
Yes. While we do not directly manage property or startup investments, we can advise on how these fit into your overall financial plan. We assess liquidity needs, currency risk, and potential tax exposure, ensuring your alternative investments complement your broader strategy.
Risk management is built into every step of our process. We monitor currency fluctuations, tax exposure, and market volatility across both economies. By blending U.S. and Israeli assets intelligently, we aim to preserve capital while achieving sustainable growth in both local and global markets.
We believe in disciplined, evidence-based investing. Our strategies emphasize diversification, low-cost implementation, and long-term focus rather than market timing or speculation. Each portfolio is customized based on your risk tolerance, income needs, and currency exposure—helping you grow wealth with confidence and clarity.
Yes. Many Israeli banks and advisors face restrictions when managing investments for U.S. citizens. We specialize in offering U.S.-compliant, cross-border investment accounts that meet all IRS and SEC reporting requirements while remaining accessible to clients living in Israel.
Absolutely. Collaboration is a cornerstone of our service. We often coordinate directly with clients’ existing advisors—both in Israel and the U.S.—to align portfolio strategy, risk management, and tax efficiency. Our goal is to ensure your global portfolio operates as one cohesive, well-managed plan.
We adhere to both, depending on the nature of your accounts and your residency status. Our firm is licensed in the U.S. to provide investment advice and works with Israeli-licensed partners when local regulation requires it. This dual-compliance structure ensures you remain protected and fully legal under both systems.
We work with financial institutions experienced in serving dual U.S.–Israeli citizens. Your accounts are structured to comply with FATCA and SEC regulations while maintaining access to a wide range of global investment options. We ensure all reporting and compliance obligations are met, simplifying your experience as a cross-border investor.