In his inauguration address, President Donald Trump promised a “tide of change” and if the first two months are an indication, he
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You’re an entrepreneur. You build, and then build more. If you’re looking for your next opportunity to grow and diversify while protecting your life’s work, you want a succession plan that leaves you in control. This is what we’re here for.
By running a full “all possibilities” scenario exercise, our business succession solutions help you plan for the future and any possible contingencies. You might be ready to move on now, or are just getting everything in order. We’re here to help you see the whole picture.
We’ll take the time to get to know your business and your long-term vision for it. We’ll get the company ready for sale to maximize its value. Then we’ll explore all your exit options with you.
You may be transitioning the whole business to family members. Or you could give them stock shares. Whatever you decide, we’ll facilitate the conversations and help them to understand the financial details and responsibilities.
We’ll plan “what if” scenarios in case things take a sudden turn. From tax strategies to wealth transfer to legal considerations, you’ll feel prepared for the big changes ahead.
What would happen legally under your current structure if you passed away or were unable to work due to a debilitating disability? What would happen to your revenues? Employees? Let’s set a baseline and determine if it can be improved.
We’ll build a set of alternative pathways you could set up. We’ll vet and model each one until a preferred option makes itself clear.
This may involve outside professionals including business valuation consultants, accountants and attorneys.
Feel confident to start a new adventure. We’ll integrate your succession plan with your personal wealth management plan, such as review portfolio allocations, consider capital gains tax and philanthropy strategies, and manage wealth transfer.
You’ve earned your success through hard work and precise focus. Your integrated wealth plan includes exiting the business and transitioning into something new. While you’re still in charge of your life, you need a trustworthy, fiduciary-minded team to help navigate the complex steps.
Our advisors are always looking around the corner. They identify potential threats and opportunities that you might be too close to see. They’re happy to share their knowledge so you can plan ahead. Read our blog to learn more about succession planning and exit strategies.
In his inauguration address, President Donald Trump promised a “tide of change” and if the first two months are an indication, he
In the early to mid-1960s, less than half of US households had two working spouses. Today, 67% of US households are dual-income.
From our headquarters in Chicago, our advisors help successful business owners and executives transition their companies, and their lives, to something new. Let Rothschild Wealth Partners help you manage the financial complexities of succession planning so you can enjoy your future.
Independence. Security. Trust. It’s why we want to work for you.
We are thrilled to share some exciting news with you! As of 2023, Rothschild Investment, LLC, and Sentinus, LLC, have come together to form Rothschild Wealth Partners. By joining forces, we can unite our legacies, strengthen our services, and present a bold new chapter for our firm—one built on nearly two centuries of expertise and trusted financial stewardship.
Through thoughtful discussions and collaboration, we’ve crafted a brand that not only honors our history but also points towards an exciting future. While our name and look have evolved, one thing remains unchanged: our commitment to delivering strategic financial advice and personalized support to help you achieve your goals.