Family Office Services

In our third generation of family leadership, Rothschild Financial Partners understands the complexities of generational wealth and brings the resources and expertise to help navigate them.

First Generation Planning

Your hard work has been successful beyond your wildest dreams. The amount of wealth that you leave may likely go beyond your children’s generation. You may also have family to care for and causes you want to support. Rothschild Financial Partners helps coordinate tax-efficient wealth transfer strategies designed to support your family and legacy goals.

Continuing the Legacy

Multi-generational wealth comes with evolving needs and complexities. Rothschild Financial Partners brings the experience, resources, and long-term perspective to help your family navigate them across generations. Rothschild Financial Partners — one trusted partner for generations of guidance.

How Does It Start? By Making Sense of Your Money.

When do you want to retire? How much will you need for your lifestyle? What can you do to support your family? How do you build your legacy?

Our process starts by understanding what your money is, and what your goals are. From there we can start to plan.

Protecting the Family’s Values

Your wealth is more than just money. It also reflects your family values. From business ventures to long-term charitable giving to protecting property spread around the world, Rothschild Financial Partners will help coordinate your family’s financial affairs with your long-term goals and values.

Bring it All Together

Complex wealth has a lot of moving parts. Rothschild Financial Partners helps bring your financial picture together, coordinating your investments, planning, and outside professionals around your goals.

Transfer Assets Strategically

Grantor Retained Annuity Trusts, Defective Grantor Trusts, family foundations, limited liability companies, lifetime giving strategies. We’ll work with your attorneys to set up efficient financial vehicles for your family.

Empower the Next Generations

We’ll coordinate family meetings and explain all the financial details of your family’s enterprise. We’ll help relatives realize their goals and live well while maintaining your family’s values.

Ready to Make the Most of Your Money?

Fill out the form below to start the conversation and evaluation of what you need and want. Let us help you plan the next stage of your life.