We help you optimize your financial planning by providing wealth management solutions in the US and Israel that integrate local and international elements.
With the understanding that life can be complex, we work with you to craft personalized wealth management strategies that celebrate your achievements and support the future you’re building, no matter where in the world you are. At Equilibrium Wealth, we specialize in navigating the financial, tax, and investment challenges of managing wealth across jurisdictions, creating a financial plan that’s as borderless as your life.
Equilibrium Wealth provides integrated wealth management and financial planning services designed to support high-net-worth individuals and families at every stage of life—whether you’re building and protecting wealth, preparing for or enjoying retirement, or planning to pass your legacy to the next generation. Our commitment is to be by your side through life’s changes, regularly reviewing and refining your financial plans to address risks, uncover opportunities, and ensure your long-term success.
Our investment management services are designed to provide personalized solutions that align with your unique needs, risk tolerance, and long-term objectives. With a focus on optimizing returns, managing risks, and ensuring financial stability, we provide ongoing portfolio monitoring and tailored guidance. For US and Israeli citizens, including those who are cross-border or ex-pats, Equilibrium Wealth specializes in managing the complexities of international investing, offering strategies that optimize global opportunities while addressing cross-jurisdictional considerations.
Incorporating philanthropic giving into wealth management and financial planning allows individuals and families to align their financial goals with their values, creating a meaningful and lasting impact. Equilibrium Wealth provides knowledgeable guidance to help you structure your charitable contributions in a way that maximizes their effectiveness while aligning with your overall financial plan. We’re here to help you create a legacy that reflects your values while addressing the complexities of cross-border philanthropy.
Strategic tax planning is a cornerstone of effective wealth management. We help individuals and families minimize tax burdens and optimize their financial outcomes. For US and Israeli cross-border individuals and ex-pats, tax planning becomes even more critical due to the complexities of navigating dual tax jurisdictions, understanding tax treaties, and managing reporting requirements across borders. Equilibrium Wealth offers tailored strategies to help you mitigate double taxation, optimize tax-efficient investments, and ensure compliance with international tax laws.
Equilibrium Wealth’s insurance planning services play an important role in risk mitigation within wealth management, providing financial protection for our clients against unexpected events. Our team works closely with you to assess your unique risks and identify appropriate solutions. For ex-pats and cross-border individuals, our insurance planning addresses additional complexities such as understanding the coverage differences between countries, ensuring your policies comply with local regulations, and addressing cross-border tax implications of certain insurance products.
Estate planning is a fundamental component of wealth management, ensuring that your assets are preserved, distributed according to your wishes, and managed efficiently for future generations. For U.S. and Israeli citizens, navigating dual jurisdictions often requires careful coordination to avoid unnecessary estate tax liabilities and to comply with legal requirements in both countries. Our team provides tailored estate planning solutions, including trusts and cross-border estate structures, to address these challenges and protect your legacy.
With our family office approach to wealth management, we serve as a dedicated family CFO providing an integrated framework to support your family’s wealth journey. By offering multi-generational planning, trustee services, and a suite of financial solutions, Equilibrium Wealth’s family office approach simplifies complex financial needs. We create a seamless strategy for preserving and growing wealth while ensuring that your family’s wealth is aligned with your goals and values.
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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.