Workplace Solutions
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
David Dickman, CFP®, Vice President and Partner at Rothschild Wealth Partners, offers insight into what to do with your surplus savings once
The One Big Beautiful Bill Act (OBBBA) was signed into law, somewhat symbolically, on July 4, 2025, following passage by the House
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.
