Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
Absolutely. Every client receives a written statement detailing our fee schedule, structure, and services provided. Full fee disclosures are also available in our ADV Part 2A brochure, which we encourage all clients to review before beginning any advisory relationship.
We believe success is measured not only by financial performance but by your overall sense of stability and peace of mind. When our clients feel confident that their financial life is organized, compliant, and purposefully aligned with their goals in both countries, we consider that true success.
Yes. Life can be unpredictable, especially when living abroad. Whether it’s navigating an inheritance, responding to a market shift, or managing an unexpected expense, we are here to provide calm, informed guidance and help you make clear decisions under pressure.
Yes, we can advise on the financial considerations of owning real estate in Israel—such as liquidity, taxation, and exchange rate exposure. However, U.S. retirement accounts cannot directly purchase property abroad, so we help clients explore alternative, compliant strategies for achieving their real estate goals.
While not our core specialty, we maintain general knowledge of living expenses in major Israeli cities. We also collaborate with local real estate and relocation professionals to help clients assess which areas best match their lifestyle and financial goals.
We can provide general financial guidance and connect you with trusted professionals—such as relocation specialists or local advisors—who can assist with detailed budgeting and lifestyle planning in Israel. Our focus remains on ensuring your investment and income strategies support your day-to-day comfort and financial confidence.
Yes. Many of our clients divide their time between both countries. We provide ongoing guidance to help manage tax residency, investment exposure, and cash flow needs across borders, ensuring your finances remain organized and compliant no matter where you’re living.
Yes. We work collaboratively with your entire professional team—on both sides of the ocean—to ensure all aspects of your financial life are synchronized. Our cross-border coordination helps prevent gaps, redundancies, or tax inefficiencies that can arise when managing assets in multiple jurisdictions.
Yes. We operate during hours that accommodate both U.S. and Israeli clients, making it easy to connect without time-zone challenges. You’ll always have direct access to your advisor and support team when you need us most.
Absolutely. We conduct secure meetings via Zoom or other online platforms, allowing clients to connect from anywhere in the world. This flexibility ensures consistent communication and access, no matter where you reside or travel.