Cross-Border Planning and Wealth Management

I'm returning to Israel from relocation, how do I successfully manage my assets across jurisdictions as a US and Israel taxpayer? 

Who can I trust to help me coordinate a cohesive financial plan that addresses my interests in both the US and Israel?

 

Important questions to ask yourself before relocating:

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. 

Am I concentrating too much of my wealth 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. 

Am I minimizing stress?
 

Relocation can be stressful. But tax liabilities and currency allocation shouldn’t be adding to your worries. You should focus on the things within your control and let MaimonWealth assist you in planning for the future.

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

Maimon Wealth 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.
 

Maimon Wealth recently launched a Digital Wealth Management Platform built on next-generation technology to offer you simple and transparent tools to plan your financial future from the convenience of your home. 

What is the Process?

01

We learn about you

What are your financial and life goals? How much risk are you comfortable with?

02

customize your investment strategy

Based on your answers, we’ll recommend an investment plan designed for your risk tolerance and time horizon.

03

peace of mind

We understand that relocating one’s family is no easy task. That’s why we’re here to help with your finances. Our transparent and holistic approach will give you greater peace of mind. 

 

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 be in touch.

Phone
Israel  

+972 72-215-8580

Phone  
US

+1-212-444-1578

Email
Address

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 be in touch.

Phone
Israel  

+972 72-215-8580

Phone  
US

+1-212-444-1578

Email
Address