High-net-worth families have many complexities and deserve exceptional service. Let Equil help simplify your financial life, protect your wealth, and secure your legacy.

Tax

  • Tax planning and compliance

  • Tax document coordination

  • Estate plan execution

Investments

  • Coordination with financial advisors

  • Personal balance sheet and investment analysis

  • Real estate management

Risk Management

  • Risk assessment and monitoring

  • Insurance review and coordination

  • Assistance with legal and regulatory compliance

Administration

  • Bill pay

  • Cash management

  • Document organization

Philanthropy

  • Charitable gifting strategies

  • Help executing family philanthropic goals

  • Family legacy

Lifestyle

  • Health and wellness

  • Event management planning

  • Special projects

WHAT SETS US APART

  • Personalized service: Our dedicated small team ensures limited touch points, allowing us to cater to your specific needs with exceptional attention and flexibility.

  • Trust: We recognize the importance of sensitive information and are committed to building a strong, trustworthy partnership with you.

  • Broad Expertise: With a proven track record, our experienced team has successfully established and managed family offices from the ground up.