Family Wealth Transfer
Whether it’s for managing end-of-life decisions, supervising charitable giving, or administering multi-generational trusts, you need a trustworthy fiduciary by your side to handle the complicated details and give you peace of mind.
Fiduciary Services for Your Family Wealth
Family members are often not the best people to manage your family’s revocable and irrevocable trusts. While they may know your wishes best, the role has serious responsibilities. Let Rothschild Wealth Partners™ carry the burden so your family can focus on the bigger picture.
Manage the Legalities
We’ll make sure all trust documents are followed according to law and required tax paperwork is filed.
Grow Assets Soundly
Our investment team works with your family on investment plans for trusts and foundations that protect assets long term.
Reduce Family Conflicts
Our advisors will explain to family members how assets will be allocated and assure estate plans are upheld.
Family Wealth Transfer Services Serving Families Nationwide from Chicago
Rothschild Wealth Partners™ is happy to help families transfer and manage their assets with a fiduciary state of mind. Contact us today to find out how we can help.
Reach Out Today
By Invitation
A Different Kind of Wealth Firm. Already Operating.
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.
Rothschild Financial Partners
By Invitation · 118-Year Legacy
