Cross-Border Planning and Wealth Management
Internationally Focused
Israel | United States
MaimonWealth is an independent wealth management firm advising individuals and families in Israel, the United States and abroad. Our team specializes in customized cross-border financial advice and wealth management. We carefully analyze your circumstances and objectives to develop comprehensive strategies to address your unique set of needs.
Our Clients
We work with investors who are globally minded and are seeking wealth management strategies to elevate sustainable wealth and promote order in their affairs. Our clients may be planning for retirement, contemplating their legacy, or attempting to avoid costly cross-border pitfalls.
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Our goal is to provide families with peace of mind and solutions that address their cross-border considerations.
Our clients realize that working exclusively with locally focused firms can result in a more limited perspective and set of investment options.
Especially after resettling in a new country, it’s important to ensure that global equity strategies are complemented with adequate local-currency fixed income investments to meet anticipated liquidity needs.
Once you have considered your equity, fixed income and currency strategies, as a US Expat, your circumstances will likely remain complicated by virtue of your ongoing US tax reporting obligation.
Relocating to or from the States can add a further level of complexity that can be costly if not appropriately addressed ahead of your move.
Mai is an encrypted and intuitive client service platform, providing a secure and convenient point of contact with your MaimonWealth team.
Mai provides convenient user- friendly chat, audio calls and video conferencing. You can upload files, sign documents, and send voice notes within our secure platform.
What Do We Do?
MaimonWealth was launched with the objective of providing best practices in global investment management to families in Israel and abroad.
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We have a particular expertise in serving dual US/Israeli citizens and addressing their unique investment and financial planning needs.​
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Our Strategy
We believe that achieving long-term financial balance requires a holistic approach that includes structuring financial resources to best maintain and grow wealth to meet life’s objectives.
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We are dedicated proponents of evidence-based, long-term investing.
Competence, Convenience, Coaching, Continuity
The benefits of working with a financial advisor who offers competence, convenience, coaching, and continuity have been well documented. When successful, these elements translate into a sense of security and peace of mind.
Relocating between the United States and Israel can make investment and financial matters more difficult to coordinate. This greatly enhances the value of a cross-border advisor who can provide comprehensive solutions.
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In his recent article, Wall Street Journal columnist Jason Zweig noted that Berkshire Hathaway’s stock had under performed the S&P 500 Index over the 10 years ending in 2017, 7.7% versus 8.5%.