We help wealthy families like yours grow and preserve wealth, save on taxes, protect against catastrophic risks and achieve their long-term legacy goals.
At Equilibrium Wealth, we don’t just manage numbers—we help you live your values, achieve your goals, and protect your legacy. Our clients are individuals and families who have achieved financial success and seek a life-long partnership to help guide them in their financial future. With our depth of knowledge regarding financial complexities spanning across Israel and the US, we help clients navigate the intricacies of handling their wealth at every stage of life.
We provide services to high-net-worth individuals and families who require a coordinated and integrated approach to financial planning. They need support and guidance to move forward with clarity and confidence. We support high-net-worth 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.
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
Client Profile:
How we helped:Â We created an integrated financial roadmap by…
Results: Benjamin and Naomi now have a cohesive financial strategy that aligns their substantial resources with their values and goals. Their investments are structured to minimize taxes and diversification risk while supporting their vision for retirement. As the Gellers prepare to enter this exciting new chapter, we look forward to guiding them through each milestone and helping their generosity create lasting impact in the communities they cherish.
(Illustrative example based on composite client profiles that represent situations we commonly encounter.)
Client Profile:
How we helped: We crafted an integrated legacy planning approach by…
Results: Samuel and Rachel now have a clear roadmap for transferring wealth in ways that reflect their values while supporting both family and community causes. Their estate plan empowers future generations while creating meaningful impact for the organizations they care about. As the Schultzes continue their journey as family stewards, we’re honored to be their trusted partner in preserving the thoughtful legacy they’ve spent a lifetime building.
(Illustrative example based on composite client profiles that represent situations we commonly encounter.)
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.