How do you advise clients on transferring large sums from the US to Israel?
we assist from israel advocating for our clients
Frequently Asked Questions
Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
Do you have relationships with Israeli banks for better rates?
no, we get better rates.
Can you recommend US banks that work well with Israeli residents?
no
How do you address exchange rate volatility in retirement planning?
https://calendly.com/normanchait/15-minute-initial-consultation
Can you set up multi-currency accounts?
yes, for investment purposes only.
Do you help with opening Israeli bank accounts?
yes
Can you recommend currency exchange services in Israel?
not externally, we get great rates
Do you have strategies for minimizing currency exchange losses?
yes
How do you help clients manage money across shekels and U.S. dollars?
based on specific client needs
Do you offer fee-only financial planning?
on a selective one time basis