Cross-Border Planning and Wealth Management
Discover your financial blind spots
When thinking about the future there is always some level of uncertainty and risk. This is especially true when dealing with cross-border considerations. Virtually every new client comes to us with some elements of risk that they are not aware of. It is our job to identify and address these elements.
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.
Who We Help?
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.
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.
What Do We Do?
Global Wealth Management
Wealth Management with a Worldview
MaimonWealth was launched with the objective of providing best practices in global investment management to families in Israel and abroad. Working closely with our clients, we tailor our investment strategies to their specific needs, with special attention to their ongoing financial, tax, and estate planning considerations.
We offer customized investment management and portfolio strategies together with planning, advisory, and referral services, to support our clients in achieving their financial goals.
Wealth Management Israel & United States
For US families and other expats that resettle abroad, wealth management extends beyond the ordinary consideration of asset allocation and retirement planning. We specialize in helping US families address the interplay between their multiple tax and currency exposures.
We have a particular expertise in serving dual US/Israeli citizens and addressing their unique investment and financial planning needs. Typically, we help clients to devise asset and currency allocation plans across their US, Israel, and retirement accounts.
Investment Strategies that Promote Balance in Your Life
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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