Investment Advice & Financial Planning

for Israelis in Relocation  

 

תכנון פיננסי וניהול השקעות ישראלי-אמריקאי

Returning to Israel from America? MaimonWealth can help

What does relocation mean for my finances?
 

We recognize that moving between the USA and Israel requires special financial, tax, and investment planning. Seeking professional advice can greatly reduce the stress of relocating and help you avoid unnecessary risks and costly pitfalls. 

Am I over concentrated in company stock?

Your company stock may be highly lucrative, especially when you work for a great company; but you risk taking on excess risk by having your personal wealth tied to the fluctuations of a single company’s performance.

 

MaimonWealth can offer you a broad solution that restructures your portfolio so that it better aligns with your goals and needs. 

 

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. 

  • Exit strategies to prevent residency questions or issues

  • 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.

Investment advisory

Investment advice is not “one size fits all.”

Your background, assets, responsibilities, and objectives are unique as are our advice, planning, and strategies. Investment advises and portfolio management services are provided by Maimon Wealth Management Ltd, a licensed Portfolio Management Company.

Financial Planning

Our collaborative approach begins with active listening.

We utilize third-party financial planning software to produce a comprehensive financial plan, which provides us with the foundation for our recommendations.

Retirement planning

Our collaborative approach begins with active listening.

We utilize third-party financial planning software to produce a comprehensive financial plan, which provides us with the foundation for our recommendations.

Estate Planning

As part of our service, we offer an extensive referral network of qualified estate planning attorneys, from which we recommend those we believe will be the most appropriate for your situation.

Insurance Services

Included in our service, is an extensive referral network of qualified insurance advisors. We collaborate with the advisors to integrate the insurance solutions with your overall plan.

Trustee Services

For trust management and administrative needs, we can introduce you to relevant corporate or administrative trustees.

 

Let’s Talk!

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your circumstances, we’d be pleased to hear from you. Please leave your information and we will  follow up.

Phone
Israel  

+972 72-215-8580

Phone  
US

+1-212-444-1578

Email
Address