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About Us

Our team works with you to craft a financial plan that focuses on the personal complexities of your life. We honor your hard-earned success and the future you envision, no matter where you call home.
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OUR Story

Bridging Knowledge and Personalization

Equilibrium Wealth was founded on the notion that expertise gained from years of experience working in international financial institutions could be tempered and honed to serve the needs of high net-worth individuals and families.

A presence in both the US and Israel came as a natural outgrowth of our personal experiences as cross-border, multigenerational families. Our passion is to help every client live their values, achieve their goals, and protect their legacy. Our top priority is to provide every client with high-touch, personalized attention throughout every step of their financial journey.

Assets Under Management

Total AUM as of December 31, 2024.

$ 0 m+

Years in
Business

Equilibrium Wealth was founded in December 2020.

0 +
Our Client Experience

A Life-Long Partnership

Our clients are individuals and families who are seeking a life-long partnership to help guide them in their financial future. With our depth of knowledge regarding financial complexities spanning across Israel and the US, we help clients navigate the intricacies of handling their wealth at every stage of life.
01

Long-Term Financial Security

Helping clients preserve and grow their wealth, optimize tax strategies, and achieve long-term legacy goals as they move through life stages and events, such as experiencing sudden wealth, planning for retirement, becoming empty nesters, or relocating to another country.
02

Access to International Investments

We help capture global market opportunities involving cross-border complexities for investors in the US and Israel, from navigating complex tax systems and managing equity and fixed-income investment strategies across borders to managing dual-currency assets and investments.
03

Meeting Expat and Cross-Border Challenges

We help ex-pats and cross-border Israelis face unique financial planning challenges. For Jewish individuals and families making Aliyah, careful financial planning is essential to navigate the complexities of relocating to Israel, including managing investments and estate planning.
Our Investment Strategy

Meeting Complex Wealth Management Needs

Our integrated wealth management process is based on our experience in navigating both local and international financial landscapes. With our deep investment management, estate planning, and tax strategy expertise, we provide an encompassing suite of services to meet the lifetime planning needs of individuals and families in both the US and Israel. For select clients, our family office approach allows us to provide integrated services to meet more complex financial needs.

Investment Management

We help you build a balanced portfolio to provide personalized wealth management solutions. We provide thoughtful, globally diversified asset allocation strategies in public and private equity and fixed income, helping you build a balanced portfolio tailored to your goals. We work with you to adjust your overall investment strategy and asset allocation to align with your evolving needs and goals.
Whether it’s addressing cross-border complexities, integrating charitable giving into your legacy, or fostering financial literacy among younger generations, we guide you in creating a legacy that reflects your values and long-term financial goals. Our expertise includes designing estate structures that minimize tax liabilities, protect assets, and align with your vision for family and charitable giving to maximize the impact of your wealth.
Whether it’s managing the tax implications of major life transitions, such as business sales, inheritances, or cross-border moves, or integrating tax planning into your broader estate and legacy plans, we can implement tax-efficient investment strategies such as tax-loss harvesting, retirement account contributions, and charitable giving, to help minimize your tax liabilities and preserving more of your wealth.
Our family office approach simplifies the intricacies of wealth management, providing clarity and confidence while fostering collaboration across generations. Whether helping to educate younger family members, coordinating with external advisors, or developing strategies to protect and grow your legacy, we are here to ensure your family’s financial journey is secure, strategic, and fully aligned with what matters most to you.
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Cross-Border Wealth Management Tailored to You

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OUR TEAM

A Global View with Your Vision at the Center

With deep knowledge of 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.

Meet Our Team
Josh Rabinowitz
Client Service
Zachary Lubat
Chief Operating Officer
Aaron Frolich, CFP® (Israel)
Wealth Advisor
Asaph Elan
Wealth Advisor
Mark Herskovitz
Wealth Advisor
David Rabinowitz
Founder and Lead Advisor
Meet Our Team
Team Locations

From California to Israel and Points in Between

Coordinating financial, tax, and investment planning across jurisdictions requires thoughtful planning, specialized knowledge and the best local resources, especially for Americans and Israelis navigating moves between the United States and Israel. At Equilibrium Wealth, we are dually registered in the US and Israel and have teams on the ground in both countries.
Our Team Locations

Israel Team

US - East Coast Team

US - West Coast Team

Virtual Team

Our Team Locations

Take the First Step With Equilibrium

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.
Your Financial
Success, Elevated
New York

45 Rockefeller Plaza
20th floor
New York, NY 10111

Jerusalem

Jaffa Street 153/90
Jerusalem, Israel,
9434247

Solutions
Who We Serve
Legal
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Get Started With Equilibrium

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.