Workplace Solutions
Your business is most likely your greatest life investment. And like your family, you want it well taken care of. We’ll manage some of the more complicated aspects of your company’s future so you can concentrate on the here and now.
Corporate Retirement Plan Consulting
You know your employees are your company’s greatest asset. Without them, there is no way your business could achieve the success you envision. Providing them with top-notch retirement and employee stock ownership plans lets them know they are valued… and their future is protected.
Business Succession
When it comes time to hand over the reins, it’s critical that you have a well-thought-out succession plan. Whether you will pass the business on to the next generation or are looking to harvest the equity you created through the capital markets or a direct sale, our team of financial and legal consultants will help you consider your options and guide you through the process.
We Help Companies Grow
Rothschild Financial Partners is pleased to share that Mac O’Brien, a member of the firm’s team, recently contributed an expert opinion article
Mac O’Brien, Chief Growth Officer at Rothschild Financial Partners, was recently featured in Financial Planning’s article, “As Private Equity Reshapes RIAs, Advisors
Consulting with Chicagoland Businesses and Beyond
Rothschild Wealth Partners™ is in its third generation of family ownership. We understand business succession and business retirement planning. Let us share our years of experience with you and your company.
Reach Out Today
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.
