Our team works with you to craft a financial plan that focuses on the personal complexities of your life. We honor your hard-earned success and the future you envision, whether home is the US, Israel or both.
We are industry veterans who spent many years working for the largest institutional investors in the world before starting Equilibrium Wealth. Our vision is to provide your family with the same level of advice and service that the biggest investors receive.Â
A presence in both the US and Israel came as a natural outgrowth of our personal experiences as cross-border, multigenerational families. Our passion is to help every client live their values, achieve their goals, and protect their legacy. Our top priority is to provide every client with high-touch, personalized attention throughout every step of their financial journey.
As of March 31, 2026.
Our clients are individuals and families who are seeking a life-long partnership to help guide them in their financial future. With our depth of knowledge regarding financial complexities spanning across the US and Israel, we help clients navigate the intricacies of handling their wealth at every stage of life.
Our most senior team members have more than 40 years of professional investment experience – both prior to and at the firm. This insight goes into providing you with a customized and diversified investment portfolio. It is set to your specific goals and circumstances and combines some or all the following diversified investments: US stocks, international stocks, bonds, private equity and private credit. Our disciplined approach to investment management is informed by the eight major (and countless minor) bear markets we have encountered over the course of our investment careers at multiple firms.
You can be confident working with us if you are a family living in the US or Israel – we are fully registered in both countries, have experienced bilingual teams on the ground in both and a deep nuanced understanding of the tax and other intricacies. If you are contemplating a move between countries, we can start working with you in your home country as you plan your move and continue to work with you in your new country since we are registered in both the US and Israel.
Our integrated wealth management process is based on our experience in navigating both local and international financial landscapes. With our deep investment management, estate planning, and tax strategy expertise, we provide an encompassing suite of services to meet the lifetime planning needs of individuals and families in both the US and Israel. For select clients, our family office approach allows us to provide integrated services to meet more complex financial needs.
With deep knowledge of both the US and Israeli markets, we offer personalized solutions that bridge local and international opportunities, helping you make the most of your wealth no matter where life takes you. We’re here to guide you through the complexities of cross-border financial planning with care and a focus on your success.
Coordinating financial, tax, and investment planning across jurisdictions requires thoughtful planning, specialized knowledge and the best local resources, especially for Americans and Israelis navigating moves between the United States and Israel. At Equilibrium Wealth, we are dually registered in the US and Israel and have bilingual teams on the ground in both countries.
Please submit this form and we’ll schedule an introductory call to understand your unique financial situation and goals. We’ll listen to your needs and concerns and explain Equilibrium Wealth’s tailored approach to wealth management in the US and Israel. Together, we’ll explore how our partnership can bring balance and direction to your financial journey.
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.
