Philip Braude, founder of the Braude Wealth group, is an Investment Marketer licensed by the Israel Securities Authority, offering specialized wealth management services.
Our services include financial, estate and succession planning, corporate structuring and trusts advisory.
Under Israeli regulations, individuals resident in Israel who require assistance with their investments should only use a licensed investment marketer who is supervised by the Israel Securities Authority.
Philip’s long-standing experience of the Israeli financial system from an Anglo-Saxon perspective enables him to advise Olim and expats from all over the world on issues that may affect their exposure in Israel and in their countries of origin, particularly where they retain a financial nexus or have family members and assets in Israel.
Israeli residents are taxed on their worldwide income so your wealth management should take into account all assets located outside Israel, and financial connections with family wealth in other jurisdictions, such as trusts and future inheritances.
