The Personal Decision Conference method helps mainly three groups of people: young adults to choose a profession or education, people who want to change career path, and people who seek a meaningful continuation of their professional life.
Dr. Peter Andras Gelleri, psychologist, counselor and decision expert is the inventor of this method.
A PDC meeting usually lasts one to three hours for young clients. For others, there are usually more than one but shorter sessions.
Nardis Advisors is an Investment Advisor, founded by Norman H. Chait, CFA and registered with the U.S. Securities and Exchange Commission. *
We aim to assist individuals and families reach their financial goals be they wealth preservation or capital appreciation.
In Israel, we serve US citizens by managing and overseeing their assets in the United States. This includes retirement accounts, trusts, inherited assets and social security.
We focus on the key financial issues that affect people who make Aliyah, including
Tax-free transfer of brokerage accounts being closed by US firms.
Planning for day after ten-year Israel tax exemption on foreign assets ends.
We work closely with legal and tax professionals with the goal of providing financial peace of mind.
Norman recently returned to Israel after 23 years in New York. He originally made Aliyah from South Africa in 1984, has a Law Degree from Hebrew University of Jerusalem, an MBA from Columbia University, and served five years as an officer in the IDF. As such, he is comfortable in bridging the gap between American and Israeli cultures.
Norman is also now registered as a Portfolio Manager with the Israel Securities Authority, and offers financial advisory services here via Caspa Wealth Management.
* SEC registration does not imply a certain level of skill or training.
National Library of Israel
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Nefesh B’Nefesh is here for you every step of the way, from pre-Aliyah planning to well after your arrival in Israel.
NBN Aliyah Advisors help you identify community options, navigate the health care system, find appropriate education for your children, build a budget and much more.