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 tax laws and international regulations present particular compliance and tax challenges that significantly impact wealth management decisions for cross-border investors. At Equilibrium Wealth, we design investment strategies to align with both Israeli and global tax jurisdictions, helping you avoid unnecessary tax exposure while maximizing growth opportunities. This includes selecting tax-efficient investment vehicles and incorporating tax treaties to reduce double taxation concerns.
Currency risks are a key consideration for Israeli cross-border individuals, as fluctuations between the shekel and other currencies can impact investment returns, purchasing power, and tax liabilities. We help implement currency management strategies and offer multi-currency portfolios to minimize risk and maintain financial stability.
Investment planning for Israeli cross-border clients needs to account for differences in market access, investment structures, and global diversification opportunities. Estate planning also requires careful attention as inheritance laws differ significantly between Israel and other countries, requiring a well-structured approach to wealth transfer. We help clients achieve financial clarity while navigating the complexities of managing wealth across multiple jurisdictions.
Client Profile:
Challenges:Â The Rosenbergs face complex financial considerations as their wealth expands beyond Israel’s borders. They need to manage shekel and dollar-denominated assets, address tax implications of international investments, and develop a cohesive strategy that works across multiple jurisdictions. Their children’s education abroad and their international real estate holdings add additional planning complexity.
How we helped:Â We created a tailored global investment strategy by…
Results:Â The Rosenbergs now have a coordinated global wealth strategy that makes the most of international opportunities while addressing the complexities of cross-border investing. Their approach balances growth potential with practical considerations like currency management and tax efficiency.
With a clear roadmap for their global finances, the Rosenbergs can confidently support their children’s international education and manage their cross-border real estate investments knowing their financial strategy is designed to work across borders.
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.
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.