After understanding the nuances of your situation, we design a financial roadmap that honors your hard-earned success and the future you envision, whether you live in the US, Israel or both.
We provide services to high-net-worth individuals and families who require sophisticated financial planning solutions to help them preserve and grow their wealth, minimize taxes, and achieve their long-term legacy goals. We support clients as they move through life stages and events, such as experiencing sudden wealth, planning for retirement, becoming empty nesters, or relocating to another country.
We guide US citizens living in Israel, moving to Israel or with children in Israel through complex financial planning challenges, from navigating cross-border tax obligations to managing investment strategies across different jurisdictions. For Americans making Aliyah, our tailored approach addresses the complexities of relocating to Israel, including the 10-year tax exemption on foreign-sourced income and maintaining US tax compliance while building your new life abroad.
We assist Israelis relocating to America with global financial interests in addressing their distinct planning needs, from managing dual-currency assets to accessing international investment opportunities. Our advisors help you navigate the complexities of cross-border investing and develop tax-efficient strategies that work within both Israeli and international regulatory frameworks.
Israeli global investors rely on our financial planning solutions to access a broad range of international investments to capture global market opportunities while navigating cross-border complexities. We work with Israeli global investors to manage dual-currency assets and investments, integrating dollars and shekels into one investment account.
We support emerging wealth investors with financial planning strategies to build and grow their wealth, navigate investment opportunities, and lay a foundation for long-term financial security and success. Their top wealth management priority is designing financial plans for the next 5 to 10 years, including creating actionable saving targets such as education planning and purchasing a new home.
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 knowledge, 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.
Take advantage of a complimentary Initial Consultation with one of our experienced and credentialed professionals. We’d like to hear about your aspirations for the future and your current financial situation. We’d love to share with you how we work with our clients. The objective is to make sure our working together is the best way for you to meet your unique financial goals. Â
A good financial plan is the product of many hours of assembling and analyzing the details of your financial life – goals, time horizon, risk tolerance, investment assets, business assets, insurance coverage, tax situation, and estate considerations. The plan we create for you is detailed and comprehensive and includes: a summary of your goals, cash flow projections, an investment plan, insurance recommendations, tax strategy and estate planning guidance. We will solicit your input throughout the plan creation process and your formal approval before it is implemented.Â
We regularly contact you with progress reports and to stay on top of changes in your circumstances and goals. These interactions can be regularly scheduled or ad hoc based on your preferences. We are always here to respond to your questions, but often it will be us contacting you with a new insight that applies to your situation.Â
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 appropriate services and knowledge. Whether in the US or Israel or traveling in between, our clients prefer to delegate wealth management duties so things are done right, granting them the freedom to pursue the freedom they envision. Below are four stories that illustrate the most common scenarios of who we help and what we offer to meet their needs.
Benjamin and Naomi Geller are a successful, professional couple in their mid-50s who want to build upon their substantial assets and maximize their investment growth as they think about retiring. They have two college children who will graduate in the next two years. Benjamin and Naomi are active in their local, religious, and business communities.
The Gellers are happy with their financial security but want to work with a long-term financial planning partner to help them create a cohesive financial plan that will protect their assets and allow them to move forward with the life they envision.
Ethan and Sarah Levin are a young professional couple who have enjoyed a high level of success early in their careers. They are ready to begin planning for a family after focusing on their careers over the past 8 years. They are active in their professional peer and neighborhood groups and sometimes struggle with work/life balance.
The Levins have been educating themselves on various financial planning topics and are aware that they lack the expertise to handle their own financial planning. They are seeking guidance from a wealth management firm that can help them create an actionable financial plan for the next 5-10 years.
Samuel and Rachel Schultz are in their early 70s and have been married for nearly 50 years. They are surrounded by a large and still-growing family of children and grandchildren. They have built a substantial estate and have a high level of financial complexity in their lives. They are extremely active in their community and sit on the board of several philanthropic organizations.
The Schultzes find themselves in the role of being the financial stewards of their extended family. They are looking to create and administer a financial plan that focuses on efficient wealth transfer with consideration for their multi-generational family nuances. They would also like to explore opportunities for giving back to the community in ways that align with their values.
Daniel and Leah Abrams are a high-net-worth retired couple who are considering making Aliyah. They know they will have to address complex challenges when relocating to Israel, including transferring retirement accounts and managing dual tax obligations under US and Israeli laws. Key considerations include addressing currency exchange risks and navigating foreign asset reporting requirements like FATCA and FBAR.
The Abrams are looking for a wealth management firm that can act as their Family CFO and offers a range of family office financial planning services. Some of their main concerns are restructuring their investment portfolios to align with Israeli regulations and understanding how tax treaties affect income and investments. They also know that estate planning will be more complex and seek guidance as inheritance laws differ significantly between the US and Israel, requiring tailored strategies to maintain compliance and efficient wealth transfer.
Isaac Cohen founded a high-tech company based in Tel Aviv in 2002. He has built an extensive portfolio consisting primarily of investments offered through an Israel-based financial planning firm. As his assets grow, he is looking for opportunities for global diversification.
Isaac is looking for a wealth management firm that can offer him investment opportunities outside of Israel to which his current wealth management firm doesn’t have access. He is seeking an advisor who can provide him with expert advice on tax and estate implications of global investing, as well as providing integrated account management of both Shekel and US dollar assets.
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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.