Do you have familiarity with Israeli banking systems and requirements?

Do you specialize in cross-border financial planning?

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.

How long have you been advising clients with both Israeli and American assets?

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.

How many clients do you have who are U.S. retirees living in Israel?

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.

Do you have familiarity with Israeli banking systems and requirements?

Navigate

Subscribe to Our Newsletter