You’ve worked hard to build your wealth, now it’s time to make sure that success works for you.
We provide services to high-net-worth individuals and families who require sophisticated financial planning solutions to help them preserve and grow their wealth, optimize tax strategies, and achieve their long-term legacy goals.
Israeli global investors rely on our financial planning solutions to provide them with access to a broad range of international investments to capture global market opportunities while navigating cross-border complexities.
We help Israeli citizens with international financial interests navigate the complexities of cross-border wealth management. Our team's knowledge of both markets helps create a seamless financial experience as our clients move between Israel and the US.
We help expats face their unique financial planning challenges, from navigating complex tax systems to managing equity and fixed-income investment strategies across borders.
We support emerging wealth investors with financial planning strategies to build and grow their wealth, navigate investment opportunities, and lay a foundation for long-term financial security and success.
With expertise in both the US and Israeli markets, we offer personalized solutions that bridge local and international opportunities, helping you make the most of your wealth no matter where life takes you. We’re here to guide you through the complexities of cross-border financial planning with care and a focus on your success.
Making the most of your money requires an integrated approach that combines a customized plan with an execution strategy that addresses the complexities of investing and risk management in a tax efficient manner.
This is challenging enough even if you only have to contend with the regulations of either the US or Israel, as is the case for many of our clients. However, the complexity is even greater for many other clients who are subject to the requirements of both the US and Israel. Navigating your wealth management challenges is our expertise and passion whether you live in the US, Israel or both.
Achieve your lifetime
financial goals in
confidence.
A globally diversified portfolio of public and private investments tailored to your goals.
A charitable plan to maximize your impact on the causes that matter the most to you.
Navigate the complexities
of taxes in the US,
Israel or both.
Guidance on using commission free insurance solutions to manage risk.
Protect what matters
most and create a
impactful legacy.
Supporting your family's wealth journey through a variety of activities including trustee service.
Learn more about our wealth management solutions in the US and Israel.
45 Rockefeller Plaza
20th floor
New York, NY 10111
Jaffa Street 153/90
Jerusalem, Israel,
9434247
After submitting this form, we’ll schedule an introductory call to understand your unique financial situation and goals. In this conversation, we’ll listen to your needs and concerns while introducing Equilibrium Wealth’s tailored approach to cross-border financial planning. Together, we’ll explore how our partnership can bring balance and strategy to your financial journey.
