Do you monitor my portfolio regularly?
We monitor each portfolio daily.
Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
We monitor each portfolio daily.
Yes, this is managed in Israel-domiciled accounts run by Marathon Investment House.
Yes.
We have strategies in place to assist US client to invest in a manner that avoids PFIC taxes.
We offer ESG-complaint investments upon request.
Yes; but this would be an Israel-based portfolio only.
There are three factors to consider here :
1. The client’s risk profile
2. The location of the investment account
3. Tax considerations