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FiRN - Financial Resource Network

Last Updated: over 2 weeks ago

Financial strategies and consulting for Israelis, new and veteran Olim, before and after Aliyah. Native English speakers, Hebrew and French available.

Serving and teaching individuals, families and businesses for over 20 years. Presenting workshops since 1992 (including at AACI Israel, Israel Center and more).

Are you discouraged with the progress of your investment program? FiRN will help you discover more rewarding and reliable options!

If you are incapacitated, who will know what you want? Who will be able to make critical decisions for you? Are you aware of the unique Israeli issues? Are you prepared for an emergency? FiRN can help you formulate plans for such crucial moments, individualized to your situation.

Personally customized planning and asset management services for individuals, families and businesses, with local and global perspectives. Affiliated with a highly qualified, experienced, and trustworthy team of related professionals.

Asset Management:

  • Family finances
  • Family office management
  • Real estate & mortgage advice
  • Insurance


  • Tax Planning & Treaty Shopping
  • Family Councils
  • Succession Planning

International Finances:

  • Banking, Trusts & Custodial assistance
  • Leading Asset Managers in Israel and abroad
  • Tax mitigation & planning


  • Financial Concierge Services
  • End of Life Strategies
  • Inter-generational Financial Planning
  • Personal Protection Plans
  • Philanthropy
  • Family continuance of estates and businesses
  • Retirement/Estate planning and budgeting
  • Wills, Living Wills, Trusts, Incapacity Plans

Free initial 30-minute consultation, with no obligations. Meetings available in the Modiin, Jerusalem and Tel Aviv areas.



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