Wealth Managers
Updated June 2024
Name and Address | Contact Information | Comments | |
Philip Braude |
19 King David Street, Jerusalem Tel : 02-992 1519 Tel : 02-992 1519
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Wealth manager licensed by the Israel Securities Authority. 20+ years professional experience in Israel. International estate planning experts. US compliant portfolios for Americans in Israel. Restructuring pre 10 year post-aliya tax exemption expiry. Contact us for a no-cost no-obligation initial consultation |
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Douglas Goldstein, CFP® Trust and Estate Practitioner, Global Financial Planner Licensed in the U.S. and Israel |
Tel: 02-624 2788
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For over 30 years, Douglas Goldstein and his team at Profile Investment Services, Ltd. have helped Americans living in Israel with their U.S. brokerage and IRA accounts, navigating inheritances, and planning for retirement. Get expert guidance on cross-border financial issues, ensuring compliance with both U.S. and Israeli regulations. If your American brokerage firm says they cannot maintain your account, get in touch with Profile. Services include investment management, tax-efficient strategies, and comprehensive financial planning to help clients achieve their financial goals. |
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FRN Financial Resource Network Ltd. |
Tel: 02-622 3065
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Advising Businesses and families across borders and generations. FiRN provides Olim with global Family Office type experience, solving financial issues quickly and simply, via its many contacts in many disciplines and countries. First consultation is free. | |