Do you have relationships with Israeli banks for better rates?

Do you plan around Bank of Israel regulations on foreign currency?

Absolutely. All transfers, investments, and accounts are structured in accordance with Bank of Israel regulations. We stay current with evolving rules to ensure every client’s financial plan remains compliant, transparent, and optimized for both jurisdictions.

Can you recommend currency exchange services in Israel?

Yes. In fact, we perform currency exchanges for our clients directly as part of our service offering. This often provides better rates and greater convenience than traditional banks or retail exchange providers, especially for clients moving significant amounts between the U.S. and Israel.

I moved abroad in the past few years – what should I be doing with my money in the USA?

Generally for US citizens living broad, we think that liquid portfolios of stocks, bonds, mutual funds, ETFs etc should continue to be managed in US domiciled accounts, unless you need to live off that money or if you need funds to purchase a home.

Investments in overseas domiciled mutual funds are taxed at a high rate by Uncle Sam. Also, your US-based retirement accounts (IRA, SEP IRA, 401k etc) cannot be transferred elsewhere without penalty (unless you have reached age 59.5).

Do you have relationships with Israeli banks for better rates?

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