Multi-Family Office
In our third generation of family leadership, Rothschild Wealth Partners understands well the complexities of generational wealth that require extra care and planning. We have the tools and the people to handle that for you.
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 also have extended family to care for and special causes you want to support. Rothschild Wealth Partners will set up the necessary tax-advantaged structures for asset transfer and personally guide your family toward building a lasting legacy.
Continuing the Legacy
Protecting multi-generational wealth requires a team of experienced advisors to continuously review trusts and other legal documents, minimize estate taxes, invest for the long-term, and prepare for typical and unknown challenges in the future. Rothschild Wealth Partners will be your family’s trusty steward to help each generation through the years.
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 Wealth Partners will steer the ship so all your family’s assets will benefit others for generations.
Handle the Day-to-Day
Managing multiple accounts. Providing tax services. Obtaining financing. Checking that the appropriate protection is there as assets accumulate and your family expands. We’ll oversee all that for you so you can focus on enjoying life.
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.
Serving Multi-Family Offices Nationwide from Chicago
For over 100 years, Rothschild Wealth Partners has provided bespoke multi-family office advisory services from our headquarters in Illinois. Let us help you organize, grow, and protect your family’s legacy.
