Estate and philanthropic planning requires thoughtful coordination and attention to detail. We work closely with you and your tax and legal advisors to help develop strategies that support your goals, address current considerations, and provide flexibility as life circumstances evolve.
Your family situation is special. Your plans for your legacy are personal. Your thoughts on the future deserve to be taken seriously. At Rothschild Financial Partners, we take the time to understand the goals and priorities behind your estate and philanthropic plans.
We provide ongoing guidance as your estate and philanthropic goals evolve over time.
Thoughtful coordination of trusts, wills, insurance, and other strategies can help support your family and long-term legacy.
Your team can help you evaluate estate planning strategies, coordinate with your legal and tax professionals, and prepare family members for future responsibilities. Professional trustee services may also be available when appropriate.
We’ll help guide your estate planning process, working alongside your attorney to help align your will, revocable trust, and beneficiary designations with your wishes.
We can help evaluate strategies involving irrevocable trusts, private foundations, and limited liability companies in coordination with your legal and tax advisors.
Explore our wealth management services to learn more about how we help you craft a lasting impact for your family and community.
Resolve conflicts, solve tax issues, and manage insurance over time.
We help individuals and families across the country plan for their future. Your legacy can live anywhere. We’re here to help you build it.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
