What we do

• Equil offers concierge financial services tailored to high-net-worth families. From monthly cash flow management and bookkeeping to investment administration, tax planning, and compliance—we provide the expertise and support to simplify your financial life.

How we do it

• Equil’s dedicated team takes a personalized approach to serving families. We listen closely to their needs, customizing our services to optimize outcomes. With years of expertise, we add value wherever possible—but above all, we build lasting partnerships founded on trust.