Wealth Managers
Updated June 2022

Name and AddressContact InformationComments

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

Tel : 02-992 1519


Wealth manager licensed by the Israel Securities Authority.  20+ years professional experience in Israel. International estate planning experts. US compliance portfolios for Americans in Israel. Restructuring pre 10 year post-aliya tax exemption expiry. 
NIS / $ / £ portfolios qualifying for 10 year post-aliya tax exemption.  Contact us for a no-cost no-obligation initial consultation


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