We incorporate philanthropic planning into wealth management to allow individuals and families to align their financial goals with their values, creating a meaningful and lasting impact.
Equilibrium Wealth’s approach to philanthropic planning includes personalized planning, helping you align your giving with your values and financial goals. Our commitment is to stand by your side through life’s changes, regularly reviewing and refining how philanthropic planning fits into your wealth management plan to maximize the impact of your generosity while minimizing tax liabilities.
Whether it’s identifying causes that resonate with your priorities, facilitating cross-border giving, or integrating charitable strategies into your estate plan, we work to make philanthropy a seamless part of your broader wealth strategy.
By blending technical knowledge with a deep understanding of your unique aspirations, we empower you to make a meaningful difference while securing your financial future.
Equilibrium Wealth offers integrated philanthropic planning services tailored to high-net-worth individuals and families—whether you’re building and protecting wealth, preparing for or enjoying retirement, or creating a lasting legacy for future generations.
Philanthropic planning can offer a meaningful way to align financial success with your personal values for those building and protecting their wealth. By incorporating charitable giving into your broader financial strategy, you can support causes you care about. Philanthropy can be a tool to establish a legacy early on, as well as offering an opportunity to give back in a way that complements your financial objectives.
Philanthropic planning is a powerful tool for legacy and multi-generational wealth planning, creating a lasting legacy that reflects your family’s values, strengthens generational bonds, and supports the causes that matter most to you. It helps reduce estate taxes and supports efficient wealth transfer to preserve wealth for future generations, as well as instilling a sense of purpose and responsibility in younger family members.
By integrating charitable giving into your retirement strategy, you can achieve your philanthropic goals while experiencing the personal fulfillment of giving back during this rewarding life stage. Strategic charitable giving can reduce required minimum distributions (RMDs) and lower overall taxable income for those in retirement.
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.