Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
We primarily operate on an asset-based fee model. This means our compensation is directly tied to the value of your portfolio — when your assets grow, we grow with you. This structure aligns our incentives with your success and ensures that our focus remains on long-term growth and financial security.
Absolutely. We frequently collaborate with clients’ Israeli accountants and U.S. CPAs to coordinate financial, tax, and reporting strategies. This team-based approach ensures that your financial plan remains cohesive, compliant, and optimized across both countries.
Yes. We have a strong understanding of U.S. tax laws as they apply to American citizens living abroad, including those residing in Israel. We work closely with U.S.-based CPAs who specialize in expatriate taxation to ensure that your investments and income strategies remain tax-efficient and compliant.
Yes, we are very familiar with the Israeli banking system and its regulations. We routinely assist clients in navigating account setup, compliance requirements, and cross-border money transfers in coordination with Israeli banks and investment houses.
Yes. Our advisors are fluent in Hebrew, which allows us to communicate effectively with Israeli financial institutions, professionals, and clients who prefer to conduct business in Hebrew.
We have been advising clients on U.S.-based assets since 2010 and expanded our services to include Israeli-based assets in 2017. This experience provides us with a comprehensive understanding of both financial systems and the nuances of managing wealth across borders.
Yes. Cross-border financial planning is our core specialty. We focus on helping clients who have financial lives that span both Israel and the U.S., including tax coordination, retirement income planning, currency management, and investment strategies tailored to dual-country regulations.
We currently work with several dozen U.S. retirees who have relocated to Israel. This has given us extensive experience in addressing the unique financial challenges and opportunities that come with living in Israel while maintaining assets or income sources in the United States.
Yes, we act as fiduciaries for our clients. This means we are legally and ethically bound to put your best interests first at all times. Our recommendations are based solely on what benefits you, without any hidden incentives, commissions, or product-based conflicts of interest.
While we do not currently hold international certifications such as CFP® or equivalent, our experience and licensing in both Israel and the U.S. provide a deep, practical understanding of cross-border financial issues, which is often more relevant and valuable to our clients’ needs.