We offer lifetime financial planning services designed to meet your needs at every life stage, helping you achieve your goals and confidently navigate your financial journey.
Equilibrium Wealth’s approach to lifetime planning centers on personalized strategies tailored to your unique financial path. We stand with you through every life transition, regularly reviewing and refining your financial roadmap to address new opportunities and evolving priorities.
Whether you’re building wealth, preparing for retirement, or planning your legacy, we help create a financial framework that adapts to your changing needs. By combining thoughtful analysis with a deep understanding of your goals, we empower you to navigate life’s financial complexities with confidence and clarity.
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 maintain your long-term success.
Our wealth management services for clients building wealth focus on creating integrated financial plans that balance short-term priorities, such as managing cash flow and debt, with long-term goals like investing for retirement, funding education, or purchasing a home. Through personalized investment management, tax planning, and risk mitigation strategies, Equilibrium Wealth empowers these investors to make confident decisions, helping to establish a financial foundation that supports both their current needs and their vision for the future.
For clients in this phase, Equilibrium Wealth offers personalized financial planning to align their goals with actionable strategies, risk management solutions to safeguard their wealth from market volatility and unforeseen events, and tailored investment portfolios designed to balance growth and preservation. Through ongoing collaboration and adjustments, we build a  financial plan that remains adaptable, empowering them to protect and grow their wealth while addressing the complexities of their unique circumstances.
Our multi-generational wealth management services include tailored trust management solutions to streamline the process and maintain transparency. Our family office services enable us to act as a personal CFO to help families protect their legacy, foster financial responsibility, and support their vision for future generations. An integral part of our legacy wealth planning is emphasizing empowering, rather than enabling, future generations by providing financial education and strategic planning to promote long-term stewardship.
We provide integrated retirement planning services, including creating sustainable income strategies, optimizing Social Security and pension benefits, and managing healthcare and long-term care costs for clients entering or already in retirement. Equilibrium Wealth designs tailored investment portfolios focused on generating steady income while minimizing risk and protecting against inflation. By integrating tax-efficient withdrawal strategies and regularly reviewing their financial plans, we help retirees adapt to changing circumstances, providing the confidence and clarity needed to enjoy retirement with peace of mind.
For U.S. and Israeli citizens, including cross-border individuals and ex-pats, we offer wealth management services that support every life stage. For investors in the wealth-building phase, we provide personalized financial planning to address cross-border tax implications, optimize cash flow, and establish globally diversified investment portfolios.
As wealth accumulates, managing and protecting wealth becomes more intricate for U.S. and Israeli citizens who are cross-border or ex-pats due to differing tax regulations, currency risks, and investment landscapes. We offer services that integrate multi-jurisdictional financial planning, risk mitigation, and investment strategies.
Retirement planning for U.S. and Israeli citizens, especially those with cross-border lifestyles, requires navigating dual tax systems, healthcare considerations, and evolving currency needs. We help clients maximize benefits such as Social Security and pensions while addressing cross-border tax implications on retirement accounts.
For U.S. and Israeli citizens with cross-border considerations, managing legacy wealth often involves addressing the complexities of efficient wealth transfer and philanthropic giving within international legal frameworks. We help facilitate lifetime giving strategies by structuring tax-efficient gifting plans that comply with U.S. and Israeli tax laws.
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.