Acting as your family’s CFO, we implement a family office approach to wealth management to provide high-net-worth families with personalized, integrated financial solutions, integrating investment management, estate planning, tax strategies, and multi-generational wealth preservation under one coordinated plan.
With our family office approach to wealth management, we act as your family’s dedicated CFO, offering an integrated framework to manage the complexities of significant wealth. Our tailored services include multi-generational planning, trustee services, and a full suite of financial solutions designed to address your family’s unique needs. By integrating investment management, tax strategies, estate planning, insurance solutions, and philanthropic guidance, we create a cohesive strategy that supports the long-term preservation and growth of your wealth.
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 help maintain 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 maintaining 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 specialized 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 maintain 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 expats and cross-border individuals, our insurance planning addresses additional complexities such as understanding the coverage differences between countries, helping 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 designed to help preserve your assets, distribute them according to your wishes, and manage them 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.
Family dynamics play a significant role in shaping wealth management solutions for high-net- worth families, as the interplay of generational perspectives, differing financial priorities, and complex interpersonal relationships can influence financial decision-making. Disagreements over succession planning, varying levels of financial literacy among family members, or conflicts regarding the purpose and allocation of wealth can complicate strategic planning.
Acting as your family’s CFO, we can address concerns about wealth management and help develop a shared vision for financial planning. To address unique family dynamics, our wealth management services focus on fostering collaboration, education, and clarity within your family.
As part of our family office service offering, Equilibrium Wealth offers trustee services, providing professional management and administration of trusts to protect and transfer wealth effectively. We serve as a trustee who offers impartial oversight, managing your trust assets in accordance with the grantor’s wishes while adhering to legal and fiduciary responsibilities. By acting as a trusted partner, we provide continuity, minimize conflicts, and help you navigate the complexities of multi-generational wealth transfer.
Equilibrium Wealth’s family office services for cross-border clients are tailored to address the unique challenges of navigating dual tax systems, varying legal frameworks, and global investment opportunities. Our services provide a centralized solution for managing complex financial, legal, and administrative needs, strategically working to align every aspect of your wealth with your goals while navigating compliance with the regulations of both the US and Israel.
Our family office service offering acts as a centralized hub for coordinating all aspects of your wealth management needs. This includes managing relationships with international legal, tax, and financial professionals, overseeing administrative tasks such as bill payment and document management, and thoughtfully integrating every element of your financial life.
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.