How do you help clients manage money across shekels and U.S. dollars?

Do you have relationships with Israeli banks for better rates?

Yes. We conduct foreign exchange transactions in-house for our clients, but we also maintain working relationships with Israeli banks and can assist in negotiating favorable rates when necessary. In some cases, clients with higher transaction volumes can benefit from preferential exchange terms.

Can you set up multi-currency accounts?

Yes, we can assist in establishing multi-currency investment accounts that allow you to hold both shekels and U.S. dollars. While we are not a bank, our investment platforms are designed to support multiple currencies, offering flexibility for clients with cross-border financial lives.

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.

How do you help clients manage money across shekels and U.S. dollars?

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