Our Clients
Our clients have a broad range of circumstances and objectives but are unified in their desire for objective, transparent, and efficient strategies for addressing their needs. We help our clients to realize their objectives by providing the appropriate solutions in Israel, the US, and beyond.
Global Investors
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Our clients realize that working exclusively with locally focused firms can result in a more limited perspective and investment options. We help our clients to access a broader range of international investments to capture global market opportunities more effectively. As an independent advisor operating in multiple markets, we can integrate their plan's local and international elements, better positioning them to generate superior risk-adjusted returns.
Expats
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Especially after resettling in a new country, it’s essential to ensure that global equity strategies are complemented with adequate local-currency fixed-income investments to meet anticipated liquidity needs.
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While the currency risk associated with global equity exposures is generally less disruptive to their longer-term objective, un-hedged cash and fixed income investments can exhibit higher volatility, which is less desirable in the lower-risk portion of your portfolio.
For example, a drop in your USD, Sterling, or Euro fixed income investments can accelerate your spending to meet costlier Shekel expenses. Additional planning is required ahead of the expiration of your 10-year tax holiday. Specific strategies you have been using may be less relevant and a new plan may be required to best position you to meet your objectives as an Israeli taxpayer.
Americans
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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. In particular, US retirement plan assets must stay in US retirement plan accounts. US tax regulations can make investing in Israeli investment fund vehicles much costlier. These matters require special attention to avoid significant pitfalls.
Relocating Executives
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If you weren’t an American citizen before you moved, you would now be subject to US tax regulations, which can nearly double the tax burden on your Israel-based investment solutions. In planning your return to Israel you will have to make important decisions about retaining your US standing, which can have significant implications for the structure of your investments. This, too, requires careful planning to avoid very costly missteps.
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