Advisory Services

Nardis provides comprehensive advisory services across:

• Retirement planning 
• Social Security coordination
• Estate planning
• Tax-efficient investing
• Cross-border wealth management

Our approach to financial planning for US expats involves coordinating the management of US assets together with specialist accountants, attorneys, and tax professionals to create integrated long-term financial strategies.

After decades of advising expatriates, we have seen that cross-border financial planning often raises many of the same practical and strategic questions.

Do I need a financial advisor as a US expat in Israel?

Yes, we believe you will want to employ  a financial advisor for US expats in Israel due to the added complexity of cross-border taxes, investment regulations, retirement planning, estate coordination, and currency management. 

Without proper planning, expatriates may encounter avoidable tax exposure, brokerage restrictions, reporting complications, or gaps in long-term retirement and estate strategies across jurisdictions.

What does a cross-border financial advisor do?

A cross border financial advisor coordinates investment management, tax planning, retirement structures, estate considerations, and custodial relationships across multiple jurisdictions.

Because financial rules, tax treatment, brokerage access, and reporting obligations can differ significantly between countries, expatriates often require specialized planning to avoid unnecessary tax exposure, account restrictions, and long-term administrative complications.

How do I choose a financial advisor for US–Israel finances?

Choose an international financial advisor for US citizens abroad with direct experience handling US–Israel tax considerations, cross-border investment structures, expatriate retirement planning, and international custodial relationships. 

Cross-border planning often involves navigating different tax systems, brokerage restrictions, estate laws, reporting requirements, and currency considerations, areas where many US-based domestic advisors may have limited experience.

What makes a fiduciary advisor different for expats?

A fiduciary financial advisor is legally and ethically obligated to act in the client’s best interest at all times. 

For expatriates, this becomes especially important when navigating complex cross-border decisions involving taxes, brokerage restrictions, retirement accounts, estate planning, and international investments, where conflicts of interest or poorly coordinated advice can create costly long-term consequences.