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.