Are you a fiduciary, and what does that mean in practice?

Do you speak Hebrew fluently?

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.

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

Yes. We are among the very few advisory firms fully licensed and authorized to provide financial advice in both Israel and the United States. This dual licensing allows us to manage investments and offer guidance across borders while maintaining full regulatory compliance in each jurisdiction.

Do you understand U.S. tax laws affecting retirees in Israel?

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.

Are you a fiduciary, and what does that mean in practice?

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