Do we have to live in Park Slope to work with Aequitas?

No. Aequitas is fee-only and virtual-first — we work with LGBTQ+ households in Park Slope the same way we work with clients across NYC and the rest of the US. This page is written for the Park Slope demographic, not as a residency requirement.

Is there a minimum account size?

No asset minimum. Engagements are priced based on planning complexity, not portfolio size, so we can work with LGBTQ+ high earners still building wealth — not just clients who already have it.

What happens on the intro call?

Twenty minutes, video or phone. We ask what you're actually trying to figure out, share how Aequitas would approach it, and decide together whether an engagement makes sense. No pressure, no product pitch.

LGBTQ+ couple in Park Slope, NYC reviewing their financial plan

NYC · Park Slope

LGBTQ+ financial planning for Park Slope

Two-parent family, brownstone, real careers, real NY taxes. The plan should hold the family and the finances in the same conversation.

Schedule a free intro call 20 minutes · video or phone · no product pitch

Who this is for

Built for Park Slope LGBTQ+ households

Park Slope has one of the most established two-mom family communities in the country — brownstones, co-ops, and Prospect Park adjacency.

Second-parent adoption isn't automatic if you travel to certain states — the paperwork still matters.
College funding needs a 529 opened yesterday.
NY estate-tax cliff exposure with a brownstone in the mix.
Life insurance is uneven between the two parents.
Park Slope's family-oriented, queer-anchored market carries a $2,500–$3,800/mo LGBTQ+ safety premium over the tri-state — for a two-mom household with a brownstone and college on the horizon, that premium quietly redefines the 529 target.

How we help Park Slope households

Second-parent adoption follow-through

Even with marriage, presumption laws don't travel reliably across state lines. We help you sequence and budget the second-parent adoption that makes parentage bulletproof in every state.

529s, life insurance, and the two-parent stack

Education funding, term coverage sized to what your family actually needs, and legal parentage locked down in every state you might travel through.

Estate documents that actually reflect your life

Wills, trusts, healthcare directives, and beneficiary audits refreshed for who you actually chose — not defaults written for someone else's family. Especially the pieces most Park Slope couples wrote a decade ago and haven't looked at since.

Next step

Go deeper, or just talk to us

Skim the broader context if you want more before reaching out — or book the call and we'll cover it live.

LGBTQ+ financial advisor in New York City

The city-wide overview: how Aequitas works with NYC LGBTQ+ households across cash flow, tax, investing, and estate.

LGBTQ+ tax & cost-of-living guide: NYC

State income tax, property tax, estate tax, and LGBTQ+ planning overlays specific to NYC.

Schedule Your Intro Call

FAQ

Park Slope planning FAQs

Ready to talk through your plan?

On a free intro call we'll walk through where you are, what you're trying to figure out, and whether an engagement makes sense — no pressure.

Schedule Your Intro Call