We help Israeli citizens who are global investors meet unique financial planning challenges, including cross-border taxation, international investment strategies, and currency management, while maintaining compliance with Israeli tax laws and international reporting requirements.
Israeli investors with investments, real estate, or business holdings abroad can benefit from insights into tax and estate planning strategies and regulatory requirements to protect their assets across different countries. Multi-currency asset allocation in US dollars and Israeli shekels can help reduce risk and manage currency fluctuations that impact wealth and returns.
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.
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.
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.
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.
Israeli citizens may invest in US markets for several reasons, including diversification, stability, access to high-growth industries, and potential tax advantages. At Equilibrium Wealth, we understand cross-border investment strategies that can help Israeli investors maximize returns while remaining compliant with both US and Israeli regulations.
Investments in US blue-chip stocks, index funds (such as the S&P 500), and US real estate can provide growth potential and portfolio diversification beyond the Israeli market. The US dollar can also be an attractive hedge against shekel depreciation and geopolitical uncertainty. Some Israeli investors also benefit from US-Israel tax treaties, which can help mitigate double taxation on certain investments. We can help Israeli global investors navigate US tax laws, estate planning rules, and reporting requirements through careful financial planning.
Client Profile:
Challenges: Isaac has built significant wealth through his tech company and Israeli investments. As his assets grow, he wants to diversify globally but his current wealth management firm has limited access to international opportunities. He needs specialized knowledge in navigating cross-border investment complexities, tax implications, and integrated management of both shekel and US dollar assets.
How we helped: We developed a specialized cross-border investment strategy by..
Results: Isaac now has access to global investment opportunities that complement his existing portfolio while maintaining regulatory compliance across borders. His diversified approach provides greater stability while our knowledge of cross-border strategies helps maximize returns and achieve tax efficiency.
As Isaac continues to build his international wealth, we’re proud to serve as his trusted partner in creating a truly global investment strategy designed for long-term financial security.
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.