Frequently Asked Questions

We assist here, and recommend that the sources of funds are well-documented and shown to your Israeli bank prior to the transfer. Israeli banks are very particular about the details they require prior to receiving money from overseas, and therefore it is important to coordinate with them prior to sending an initial transfer.  

This depends on each client’s sources of income and expenses. We can provide more specific details via an initial complimentary consultation.

In designing investment strategies, we do take into account the potential fluctuations in exchange rates, as well as one’s personal circumstances, especially where ones earns money and where one spends it.