Israel-based advisers

ISRAEL-BASED ADVISERS

International approach

In collaboration with Swiss professionals

Israel-based advisers (financial advisers, wealth managers, CPAs, lawyers, estate planners etc.) collaborating with Swiss SEC-registered investment advisers to bring international and jurisdictional investment diversification closer to their Israeli-US clients.

Israeli advisers can develop relationships and networks with Swiss wealth managers, tax advisers, trustees and other wealth management-related service providers.

Their quest is to avoid a home-biased-only strategy and gain a cutting-edge over their "Israel-only" competition, providing their Israeli-US clients with added-value by advising them on adding an international dimension to their home-based investment portfolios, being prepared for unexpected developments which may occur.

Swiss SEC-registered wealth managers are happy to co-counsel with an Israeli adviser. A Swiss-based, internationally-diversified investment portfolio complements a domestic investment portfolio already in place back home.

Honored to have SILVER & CO. as the first listing in the new Israel-based adviser section!

SILVER & CO. | US TAX ATTORNEYS

Israel, USA
Working remotely with US clients around the world.
If you are an Israel-based adviser and would like to get listed, please contact us for further information.
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