Assisting Americans in Israel
Cross-Border Financial Planning
Wealth Management 

 

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. Should I seek greater 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

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.
 

MaimonWealth 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's the Process?

01

We learn about you

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

02

We customize your investment strategy

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

03

We provide a peace of mind

We understand that financial planning can be stressful. That’s why we’re here to help. 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