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
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
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
