Individuals and Families

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.

INDIVIDUALS AND FAMILIES

Planning and Protecting

At Equilibrium Wealth, we don’t just manage numbers—we help you live your values, achieve your goals, and protect your legacy. Our clients are individuals and families who have achieved financial success and seek 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.

Our individual and family clients typically need help with:

Insurance Solutions

Lifetime Planning

The High-Net-Worth Investor Experience

Planning To Live Your Best Life

We provide services to high-net-worth individuals and families who require a coordinated and integrated approach to financial planning. They need support and guidance to move forward with clarity and confidence. We support high-net-worth clients as they move through life stages and events, such as experiencing sudden wealth, planning for retirement, becoming empty nesters, or relocating to another country.

Our high-net-worth investor clients typically need help with:

Estate Planning

Investment Management

We help clients navigate the intricacies of handling their wealth at every stage of life.

Our Process

Customized Solutions for Unique Circumstances

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 knowledge, 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.

Initial Consultation

If you are interested in exploring a relationship with Equilibrium Wealth, we offer a complimentary Initial Consultation with one of our experienced and credentialed professionals. During our initial meeting, we’ll explore your current financial life and your vision for the future. We’ll come away with an understanding of whether we can work together to support your unique financial planning needs.

Planning Process

As we work on your financial plan, we will consider the opportunities (and weaknesses) in your current approach to wealth management and strategize to find the best ways to align and optimize your resources to support your goals. In developing your financial plan, we typically meet with clients through a series of meetings. Once your financial plan is completed, we will schedule a meeting to review investment strategy options.

Progress Review

We will meet with you periodically to review the status of your financial plan to help make sure that your financial strategy stays aligned with your evolving goals and life circumstances. Changes in income, market conditions, or personal lifestyle can all impact your financial outlook. Our progress meetings also provide an opportunity to address any concerns and help you take advantage of new opportunities to grow and protect your wealth.

Cross-Border Wealth Management Tailored to You

CASE STUDY I

Planning and Protecting Wealth

Meet the Gellers

Client Profile:

Names: Benjamin and Naomi Geller
Ages: Mid-50s
Occupations: Successful professionals
Financial situation: Substantial assets, two college-age children graduating within two years
Community Involvement: Active in local, religious, and business communities

Challenges: Benjamin and Naomi have achieved financial security but need a cohesive strategy to protect their wealth while planning for retirement. They seek a long-term financial partner to help them balance retirement planning, philanthropic goals, and supporting their children’s future financial wellbeing.

How we helped: We created an integrated financial roadmap by…

Evaluating current resources: Assessing their existing compensation and retirement plans
Defining retirement vision: Calculating anticipated lifetime income needs based on desired lifestyle
Creating cash flow strategies: Planning for consistent income during retirement
Creating balanced allocations: Structuring funds for immediate goals (home), mid-term needs (family), and long-term security (retirement)
Developing tax-efficient approaches: Realigning investments in both retirement and taxable accounts
Integrating philanthropy: Structuring charitable giving to maximize impact and tax benefits

Results: Benjamin and Naomi now have a cohesive financial strategy that aligns their substantial resources with their values and goals. Their investments are structured to minimize taxes and diversification risk while supporting their vision for retirement. As the Gellers prepare to enter this exciting new chapter, we look forward to guiding them through each milestone and helping their generosity create lasting impact in the communities they cherish.

CASE STUDY II

Advancing Legacy Wealth

Meet the Schultzes

Client Profile:

Names: Samuel and Rachel Schultz
Ages: Early 70s, married nearly 50 years
Family Structure: Large, multi-generational family with children and grandchildren
Financial situation: Substantial estate with high level of financial complexity
Community Involvement: Extremely active, serving on boards of several philanthropic organizations

Challenges: Samuel and Rachel have assumed the role of financial stewards for their extended family. They need an efficient wealth transfer strategy that addresses their multi-generational family dynamics while creating meaningful philanthropic impact aligned with their values.

How we helped: We crafted an integrated legacy planning approach by…

Defining family stewardship vision: Understanding their desire to empower rather than enable succeeding generations
Designing wealth transfer strategies: Creating tax-efficient approaches for both family gifts and charitable contributions
Developing cohesive estate structure: Building a plan that addresses multi-generational nuances and administration
Coordinating professional resources: Bringing together necessary parties to implement their estate plan
Implementing ongoing oversight: Providing continuous tax planning and gifting strategy management to help safeguard their wishes

Results: Samuel and Rachel now have a clear roadmap for transferring wealth in ways that reflect their values while supporting both family and community causes. Their estate plan empowers future generations while creating meaningful impact for the organizations they care about. As the Schultzes continue their journey as family stewards, we’re honored to be their trusted partner in preserving the thoughtful legacy they’ve spent a lifetime building.

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.

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