Lawrence Weinman, MBA 

• Investors holding dual US/Israeli citizenship face unique circumstances in managing the investment portfolios. They need to manage currency risk and maximize after tax returns in light of US and Israeli tax rules.
  
• We have the expertise to help you manage your US investments in light of those circumstances. Few investment advisors in the US or in Israel provide this perspective.
• Mr. Weinman divides his time between Los Angeles and Israel. His associate Debbie Sassen an american olah 23 years  in Israel resides full time in Beit Shemesh, Israel. She has experience working in the capital markets in both the US and Israel.
  
• Clients benefit from US based investment advice plus a permanent presence in Israel to service clients personally.  We keep in constant touch with our network of tax, accounting, legal financial markets real estate and economic experts in the US and Israel to monitor developments and changes that impact on our clients' financial lives.
  

It's Complicated:

Dual US/Israeli Citizens need specialized advice on their US investment portfolio which takes into account:

• Impact of Changes in the NIS/US$ exchange rate
• Tax and Accounting Issues in Both the US and in Israel
• Constructing a Global Portfolio
• Taking Full Advantage of the Special Beneftis for New Olim and Returning Israelis.
• Meeting the reporting requirements of US and Israeli Authorities.

It's complicated....did you know that investments in mutual funds in Israel may present significant tax disadvantages vs. US mutual funds? read more here

The MARKER (HAARETZ) reports on IRS crackdown in Israel those subject to american taxes read about it here.

You need not be  US Citizen to fall into this category. you must file if you dont owe taxes and you must report on your foreign financial holdings

Contact us in Israel

Lawrence Weinman 052 359 0204

lweinman@lweinmanadvisor.com

Debbie Sassen debbie@lweinmanadvisor.com

www.debbiesassen.com

054 842 7638

077 533 4142



Why Is Having A US Based Global Portfolio So Important ?

Because of taxes and investment expenses, the best way for Dual Citizens to hold a long term investment portfolio is through a global portfolio of index funds and Exchange Traded Funds (ETFs) with  portfolios held in a US brokerage account. Such a portfolio can provide allocation across the globe in a low cost manner that can minimize taxation. This is exactly what  we do in our client portfolios.

We maintain up to date knowledge on developments in US and Israeli regulations relevant to the investments of dual citizens through our ongoing research and our network of israeli experts

You will find that we offer  perspectives and planning opportunities that your current investment advisor is likely not providing. Many of these have the potential for generating you significant savings.