WEALTH MANAGEMENT FOR ISRAEL RESIDENTS
Under Israeli regulations, individuals resident in Israel who require assistance with their investments should only use a licenced investment marketer who is supervised by the Israel Securities Authority. Philip Braude is an Investment Marketer licensed by the ISA and can provide a whole range of international wealth structuring and wealth management solutions to Israeli resident individuals and families.
Philip’s long-standing experience of the Israeli financial system from an Anglo-Saxon perspective enables him to advise Olim and expats from all over the world on issues that may affect their exposure in Israel and in their country of origin, particularly where they retain a financial nexus or have family members and assets in that country. For example, Americans in Israel are required to file US tax reports and may need assistance with US-compliant investments.
Israeli residents are taxed on their worldwide income so your wealth management should take into account all assets located outside Israel, and financial connections with family members in other jurisdictions, such as trusts and inheritances.
The following additional information may be useful to you if you are a:
Whether you are temporarily or fully resident in Israel, with or without Israeli citizenship, and if you have made or are considering making Aliyah, Philip Braude can guide you through the various legal requirements relevant to your wealth management. Call us today for a confidential consultation.