Your US & Israel Specialists
US-citizens living abroad require special care and expertise in coordinating their financial, tax, and investment planning.
It's time your investment plan makes "Aliyah" with you.
Portfolio Management and Investment Advice
MaimonWealth is an independent wealth management firm advising individuals and families in Israel, the United States, and abroad.
Our experienced cross-border advisory team has the ability, knowledge and resources to devise and implement a cohesive estate and investment plan that is properly structured to address your interests in both the US and Israel.
We are licensed in both the US and Israel and act as a quarterback on your behalf- coordinating experts to create an integrated transition and helping you avoid costly cross-border financial pitfalls.
Our services are customized to fit your needs and include:
Navigating the investment, tax, and financial planning challenges of relocating between the United States and Israel
Establish accounts with financial institutions that work with relocating families.
Transparent index fund-based global investment strategies
Planning US inheritance tax and estate tax exposure
Establishment and evaluation of local pension accounts and insurance products.
Comprehensive asset and currency allocations across US Dollar and Shekel accounts
A wide range of advisory services ranging from social security optimization, retirement planning, and investment solution for expats.
As a US citizen where do you hold your shekel investments?
When considering Israeli mutual funds and tax advantaged investment plans, a US citizen should ensure that burdensome US tax treatment of PFICs (Passive Foreign Investment Companies) does not offset local Israeli tax benefits, and result in a greater tax burden. Often, a portfolio of direct Israeli investments is likely the best option for US citizens to invest in the Israeli markets. This solution is even more compelling if it can be implemented systematically, as part of an overall global investment plan by a manager who is very familiar with the cross-jurisdictional issues facing a US citizen living in Israel.
Are your US expatriate investment needs addressed by your advisor or financial institution?
Coordinating financial, tax and investment planning across jurisdictions requires special care and expertise. Scheduling a 20 minute complimentary consultation with an experienced advisor can put you on the right track and help you avoid costly pitfalls, giving you the peace of mind that you deserve.