New Horizons Financial Solutions Mission
To identify new immigrants’ needs and issues in order to assist in facilitate their successful absorption by providing superior financial, investment and tax advice in their native language . To address special needs of HNW families.
What is New Horizons Financial Solutions?
New Horizons Financial Solutions is a Tandem Capital Asset Management – Mualem Glezer Inbar Junio & Co. joint venture (see Appendix A for company profiles). The joint venture has been established to offer expertise in the areas outlined in this project proposal. Its main function is to address the needs of new immigrants through a broad range of solutions. A contact center will be established which will commence a process designed to understand the new immigrant family’s needs. Multi-disciplined specialists will be brought together to review immigrants’ situations through a holistic approach and then generating tailor made recommendations.
Upon arriving in Israel, or preparing to move to Israel, new immigrants reviewing their financial affairs are challenged to understand Israeli financial institutions and system which are in many ways different from those in their home countries. In addition, their local tax advisers, in most cases, are not competent to advice on cross border tax and estate planning as well as issues relating only to relevant Israeli laws. New immigrants typically find the abundance of information on these matters multilayered and overwhelming and may not be able to identify entities with the highest level of competency, integrity and cultural sensitivity to their new situation.
Financial Planning Analysis and Advising including:
- Foreign and Local personal and business tax planning
- Family Investments- Strategic Objectives
- Investment risk analysis
- Global and Israeli Portfolio management
- Selection of Custodial Banks including analysis of their fees and service capabilities
- Consolidated reporting of bank accounts
- Estate Planning
- Retirement Plans
- Life Insurance Policies
- Health Insurance
- Disability Insurance
- Personal Property and liability Insurance
- Home Mortgages
- Creation of a work plan identifying needs and recommended actions
Free preliminary consultation.
Fees charged separately for actual implementationby New Horizons Financial Services experts.
Tandem Capital Asset Management
Tandem Capital is a well-established, fully licensed, privately owned investment house that specializing in global portfolio management. Tandem’s motto, “Your Gateway to Global Markets” is based on being Israel’s leading firm in managing global investments. Tandem Capital’s unique approach is to provide a personal and quality relationship to its customers. Tandem’s experienced staff of financial professionals specializes in the analysis of global markets.
Tandem Capital’s clients include institutional investors, endowments, corporations, families and individuals. Tandem Capital provides a broad range of financial services that are individually tailored for each client; based on needs, goals and risk profile. Tandem manages accounts in Europe, The United States, Canada and Israel. As part of Tandem Capital’s personalized portfolio management, clients can choose to have their portfolios managed by Tandem Capital in Israeli custodial and/or oversees custodial banks.
Deputy CEO & Partner
E – mail: firstname.lastname@example.org
Mualem Glezer Inbar Junio & Co.
Mualem Glezer Inbar June Co. – Certified Public accountant is a firm of based in the State of Israel, with over 30 years’ experience in the accounting sector.
The firm is located in Ramat Gan and is composed of five Partners, and a staff of over 50 professionals. Its activities are for both the International and Local markets.
Internationally, we are an independent member of DFK International.
Locally , we offer a range of specialized services that include, among others :
- Audit of Financial Statements
- Internal Audit
- Local and International Tax Consulting
- Preparation and Filling of Tax Returns
- Tax Audits
- Advice on financial restructuring firms
- Consultancy and Financial Analysis
- Administrative Accounting Consulting
- Accounting and Payroll services
- Business Administration
- Preparation of periodic reports to international companies operating in Israel
Our clients are local and international first line companies (public and private) , professionals, self-employed, small and medium businesses , foreign investors, etc.
Cr Gabriel Junio C.P.A. (Israel) & C. P. (Uruguay)
Mualem Glezer Inbar June Co. – Auditors and Consultants
E – mail: email@example.com