Wealth Managers
Updated June 2024

Name and Address Contact Information        Comments

Philip Braude
AICPA (US), FCCA (UK), Personal Financial Planner (US), Chartered Fellow – Chartered Institute for Securities & Investments (UK), European Financial Advisor (EFA), Trust & Estate Practitioner, Investment Marketer licensed by Israel Securities Authority

 

19 King David Street, Jerusalem

Tel : 02-992 1519
pbraude@anglocapital.com
www.braudewealth.com

Tel : 02-992 1519
pbraude@anglocapital.com
www.braudewealth.com

 

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. 
NEW – Israeli NIS fund which is US PFIC compliant. 

Contact us for a no-cost no-obligation initial consultation

Douglas Goldstein, CFP®

Trust and Estate Practitioner, Global Financial Planner

Licensed in the U.S. and Israel
Securities offered through Portfolio Resources Group INC. member of FINRA, SIPC, MSRB, FSI

Tel: 02-624 2788
doug@profile-financial.com
www.profile-financial.com 

 

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.

 
FRN Financial Resource Network Ltd.

Tel: 02-622 3065
info@IsReNet.com
www.FRNisrael.com

 

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.
     
     
     
     
     

 

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