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Wealth Transfer & Estate Tax Planning

Easing Wealth Transitions & Transfers

For families in the $10 million to $100 million+ range, wealth transfer is not a document exercise. It is a leadership exercise. The best plans are simple to run, durable under changing law, and clear for your family to follow when emotions are high. Equilibrium Wealth Advisors (EWA) works with high-net-worth families to ease wealth transitions and transfers. With offices based in Pittsburgh, we serve owners locally and across the U.S. Contact us at (412) 991-1385 or request an appointment now.

Wealth Transfer Planning Service From Start to Finish

01

We Begin With Purpose

Every great estate plan starts with clarity about who and what matters most.

  1. Determine who needs to be protected. Your spouse? Children? Charities?  Business partners?
  2. What do you want money to do … and not do? Both are important.

We model estate exposure under multiple exemption scenarios so you see the range. Then we design a plan that removes unnecessary risk while preserving control where you need it.

02

We Layer in Core Building Blocks

These include updated wills and revocable trusts so assets avoid probate and flow according to your intent. We check beneficiary designations line by line. We choose the correct titling so nothing falls through the cracks. We address portability for a surviving spouse so you do not leave an exemption on the table.

03

We Gauge Tax Exposure

When tax exposure is a threat, we employ advanced trust strategies—such as SLATs, GRATs, and other types of trusts—to preserve control while removing future growth from your taxable estate.

04

We Integrate Charitable Strategy

Donor-advised funds allow you to give tax efficiently today and involve the next generation in decisions. For highly appreciated assets or concentrated positions, a charitable remainder trust can create lifetime income and a deferred sale. For families with large philanthropic goals, a private foundation can formalize governance and education.

05

Governance Is the Glue

We set an annual family meeting rhythm and establish an agenda, reporting, and roles. This is where values get passed, trustees and guardians understand expectations, and heirs practice decision-making before the baton is handed off.

Finally, we keep it living. Your wealth team at EWA tracks law changes, refreshes projections, and brings forward adjustments when they will help. Estate planning is not one and done. It is a coordinated system that protects people first and money second—in that order. Because your true legacy isn’t just wealth; it’s wisdom, relationships, and impact passed on with intention.

Is Our Wealth Management Approach the Right Fit for You?

See our Planning Philosophy, Investment Philosophy, and Our Process for more details.

Estate Tax Planning for High Net Worth Individuals

EWA is here to help you create your wealth transfer and estate tax plan. Most importantly, we’re here to make sure those who will be carrying on your wishes understand the why and the how. With offices based in Pittsburgh, we serve owners locally and across the U.S. Request an appointment now.