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Sub-Advisor of Capital Markets IQ
The Financial Resource Network - Israel (FIRN) is an exclusive group of financial service professionals working together to meet the unique needs of multi-national citizens (and businesses) living and working in Israel. Through our offices in Jerusalem and Beit Shemesh, our advisors have been serving individuals, families and businesses in Israel for over 15 years. FIRN uses a holistic financial planning approach to address our clients' total financial needs, including: setting financial goals, tax planning, investment and wealth management, retirement and estate planning, and charitable giving. Budgeting often is a significant part of the package. FIRN's particular expertise is in rebalancing finances that are located in several countries and tax jurisdictions.

We offer something quite different:

FIRN understands that no two investors are alike. What's right for you may be completely inappropriate for someone else! Deciding on a suitable investment strategy calls for careful examination of your time horizons and attitude towards short, medium and long-term risk, plus many other factors. Using outside expert advice, FIRN helps you construct fully diversified portfolios and financial solutions with the appropriate levels of liquidity, risk and return, to best achieve your goals.

FIRN offers you third party investment options and advice from many sources. We have strategic alliances with a broad spectrum of financial institutions, lawyers, accountants, insurance and mortgage brokers - some of whom are competitors with each other.

Using many minds, from various different disciplines allows FIRN to help you build unique and reliable solutions to satisfy most financial situations. FIRN acts as your administrative team, keeping an eye on assets and regularly checking that you are not cheated.  The service we offer is technically known as 'Family Office Management'

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FIRN's mission is to provide comprehensive financial services and information through individualized care for our clients. We work for our clients, rather than for product vendors.

FIRN was founded in Israel in 1992, when founding manager of the Israeli office Mark van Gelderen discovered a basic problem that no one was addressing:
"How does one easily access reliable information to manage the finances and investments of foreign passport holders?"

The Financial Resource Network in Israel is the financial advisory division of the Israel Resource Network Ltd. Since 1994, the Israel Resource Network has been affiliated with the Financial Resource Network, Ltd. (www.FinancialResource.Net).

Financial management, like life, is about risk and reward.

We, at FIRN, understand that individuals with transnational loyalties and responsibilities need customized financial and investment strategies.

When you call FIRN to discuss your financial needs, you will speak to someone who will carefully assess your situation in order to offer the appropriate service. Your short, medium and long-term goals remain a primary consideration in resolving the issues.

FIRN works differently from virtually ail other financial service providers, particularly in Israel.

The Financial Resource Network - Israel (FIRN) is an exclusive group of financial service professionals working together to meet the unique needs of multi-national citizens (and businesses) living and working in Israel. Through our offices in Jerusalem and Beit Shemesh, our advisors have been serving individuals, families and businesses in Israel for over 15 years. FIRN uses a holistic financial planning approach to address our clients' total financial needs, including: setting financial goals, tax planning, investment and wealth management, retirement and estate planning, and charitable giving. Budgeting often is a significant part of the package. FIRN's particular expertise is in rebalancing finances that are located in several countries and tax jurisdictions.

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A WIDE RANGE OF SERVICES AT YOUR DISPOSAL

FIRN has cultivated a worldwide knowledge base with global relationships to offer you many different services. These include: Private Portfolio Services for High Net Worth investors, corporations and Family Office administration.

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