Equilibrium Wealth’s approach to legacy and estate planning focuses on personalized strategies that help you preserve your wealth and facilitate its seamless transfer to future generations. Our commitment is to support you through life’s transitions, regularly reviewing and refining your estate plan to adapt to changes in regulations, family dynamics, or financial priorities.
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 knowledge includes designing estate structures that minimize tax liabilities, protect assets, and align with your vision for family and charitable giving, with the goal of honoring your wishes while maximizing the impact of your wealth.
Our estate planning services are designed to help you navigate the complexities of legacy and estate planning with confidence, no matter what life stage you’re in—even if you’re a cross-border investor or an ex-pat living in Israel.
For investors focused on protecting their wealth, incorporating thoughtful estate planning strategies into your broader financial plan, can ensure your wealth is efficiently transferred to loved ones, tax liabilities are minimized, and your assets are safeguarded for future generations. Through careful planning, estate planning and legacy strategies can become a seamless and impactful part of your financial journey, offering peace of mind, protecting your loved ones, and leaving a meaningful legacy that reflects your values and priorities.
Estate and legacy planning is a cornerstone of managing multi-generational wealth, empowering families to preserve their financial success while aligning it with shared values and long-term goals. Thoughtful planning can help instill financial responsibility and purpose in younger members while ensuring the seamless transfer of assets. This may include developing family governance structures and establishing clear guidelines for wealth stewardship.
By integrating thoughtful estate planning strategies into your retirement planning, you can provide for loved ones, support meaningful causes, and achieve peace of mind knowing your assets are structured to meet your long-term goals. Implementing tax-efficient wealth transfer methods can ensure a smooth transfer of assets, support causes you care about, reduce required minimum distributions (RMDs), and lower overall taxable income.
Our legacy and estate planning services for U.S. and Israeli citizens who are ex-pats or cross-border individuals requires a specialized approach to navigate the complexities of dual tax jurisdictions, international estate laws, and cross-border wealth transfer. Our tailored services help clients structure their legacy in a way that complies with the legal and tax requirements of both countries while preserving and protecting their assets for future generations. By taking a holistic approach, we help clients create seamless, compliant, and impactful legacy plans that honor their values, simplify the complexities of cross-border wealth management, and provide financial security for their loved ones in both the U.S. and Israel.
Our integrated wealth management process is based on our experience in navigating both local and international financial landscapes. Whether you are building wealth, nearing the end of a successful career, or focusing on multi-generational wealth planning, we can support your wealth management needs with an appropriate level of solutions and specialized knowledge.
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.