How do you handle investment accounts for dual citizens?

Do you follow U.S. or Israeli investment regulations?

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.

Do you manage investments in both U.S. and Israeli markets?

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.

What happens if my US-based custodian closes my brokerage accounts, because I am no longer resident in the US?

You will need to establish a new account at a US-based custodian who does provide custody for people living outside the US. Read our US expat case study for a description of how that was handled for one particular client.

Also please note that while some US custodians may allow your account to remain open, they may not permit purchases of new securities, or of certain types of securities. Hence we believe you will want to transfer to an account that offers more investment flexibility.

How do you handle investment accounts for dual citizens?

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