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
The third quarter of 2026 brought modest gains for U.S. equities amid rising oil prices, persistent inflation, and tighter Federal Reserve policy. While the S&P 500 remained relatively resilient, higher Treasury yields pressured bond markets, and ongoing tensions in the Persian Gulf continued to affect energy costs. Rothschild Wealth Partners examines the economic forces shaping markets, the influence of AI infrastructure investment, and what investors may want to consider as the year draws to a close.
Qualified small business stock is now more generous. See how the 2025 tax law’s new tiers, higher caps, and shorter holding period can reduce tax at exit.
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.
