Getting the facts about EQ Partners, Inc. is a great place for anyone interested in a family office. Equilibrium Partners, Inc. was founded by Mark Rotstein who has more than 20 years of experience working, in various capacities, for high net worth individuals and families.
EQ Partners was founded on the principles of building strong, long-lasting relationships based on trust, open communication, integrity, and a work ethic that doesn’t end.
While Mark is the face behind the business, he believes firmly that being grounded in his own family helps him serve other families even better. During his years of serving some of the most prominent Ontario families, Mark has managed more than $500 million worth of private assets. He believes that discretion and access are the real secrets to his success in the industry and has made them a cornerstone of how he operates EQ Partners.
What does EQ Partners, Inc. Do?
EQ Partners offers many different services. Among the services offered, Family Office is the primary service the organisation provides. Other services available include:
- Educating Families about Managing their Holdings
- Assisting Families through Transitional Periods
- Creating a Seamless Succession Plan for Families
- Managing Household Staff
- Paying Monthly Bills
- Budgeting for Families
- Managing Property
- Educating Family Members about their Philanthropic Pursuits
EQ Partners, with Mark Rotstein at the helm is becoming a major contender when it comes to Family Office responsibilities. Mark is always willing to do that little bit extra for his clients. It is this dedication that makes him stand out from others in the industry. This resonates with the families in need of the services Mark provides.
The other areas where Mark truly excel include areas in which the personal touch is necessary. Mark believes in building relationships with the families he takes on. He keeps his client list small and exclusive so that he can provide first-rate, personal service to all of his clients.
EQ Partners isn’t devoted to managing assets so much as it is devoted to helping families set and accomplish their financial goals without being overburdened by the building blocks for achieving that success.
He is quite gifted in this pursuits and brings more than 20 years of experience to the table. His education includes undergraduate studies in Neuroscience and Psychology at University of Toronto where he earned a Bachelor of Applied Science degree and the Schulich School of Business where he received his Master of Business Administration in Finance.
Other services offered by Equilibrium Partners, Inc. include:
- Treasury Consulting
- Interim Management
- Debt Capital Markets
- Risk Management
- Corporate Finance
- Training and Seminars
EQ Partners can help families and individuals with all their financial planning, credit management, and risk management needs. Don’t delay though. Because EQ Partners keeps their client list small and exclusive, it’s important to be the first one to take advantage of the limited openings Mark has to offer.
Call today to learn more about Mark, what he has to offer, and the personal touch he prefers to add to all his business pursuits. Then find out what these things mean for you and your family.