Equivest Financial Advisors

Equivest Financial Advisors provides integrated multi-family office services, including investment management, tax planning, estate planning, and philanthropic advisory. The firm structures these services to address the complexities of intergenerational wealth transfer and tax optimization.

Equivest prioritizes long-term capital preservation and tax efficiency over short-term gains. The firm deploys capital across a diversified portfolio of equities, fixed income, real estate, and alternative assets, with an emphasis on risk management and wealth transfer outcomes.

Equivest operates as a multi-family office, serving multiple wealthy families rather than a single family. This structure allows it to offer a broader range of services—investment, tax, estate planning, and philanthropy—under one roof, which is a key differentiator from single-family offices.

No named principals or leadership team members are publicly listed for Equivest Financial Advisors. The firm maintains a low public profile, consistent with many multi-family offices that prioritize client confidentiality.

No. Equivest Financial Advisors does not publicly disclose AUM. The firm's private-client model means such figures are not shared in public filings or marketing materials (per public record).

Equivest's geographic footprint is not publicly documented. Based on its registration and typical multi-family office operations, it likely serves clients across the United States, but no specific states or countries have been confirmed.

Equivest does not publicly detail its deal-sourcing process. As a multi-family office, it likely relies on a network of third-party asset managers, direct investments, and co-investment opportunities sourced through its client base. No proprietary deal flow or fund structures have been identified.