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.
Cross-Border Financial Planning & Wealth Management
*Approximate time for quiz 3-5 minutes.
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.
As a US-citizen living in Israel, should I seek help in coordinating a financial plan?
US citizens living in Israel require special financial, tax, and investment planning. Working with a financial advisor who offers competence, convenience, and coaching should nurture the sense of security and peace of mind that you seek. A financial advisor will capitalize on opportunities that promote and sustain your financial goals.
I recently received an inheritance or experienced a major life transition.
Do I need support?
Often, one inherits an old, nontransparent, and highly concentrated solution that is no longer suitable. Our clients find that MaimonWealth offers the comprehensive service and coordination that they need to navigate through the many new issues that result from inheritance or major life transitions.
Why work with MaimonWealth?
An 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 exposure
Establishment and evaluation of local pension accounts and insurance products.
Comprehensive asset and currency allocations across US Dollar and Shekel accounts
MaimonWealth is an independent wealth management firm advising individuals and families in Israel, the United States and abroad. Our team specializes in cross-border financial advice and wealth management.