Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
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.
Yes. We offer multi-currency investment strategies. This means you can maintain exposure in both U.S. dollars and Israeli shekels, allowing for flexibility in withdrawals, expenses, and diversification across currencies. This helps protect you from exchange rate volatility and inflation in either country.
Yes. We manage portfolios that include both U.S. and Israeli investments, depending on your residency, tax status, and long-term goals. Our approach is fully compliant with cross-border regulations and designed to optimize after-tax returns while maintaining liquidity and accessibility in both countries.