Rothschild Wealth Partners

Rothschild Wealth Partners is an independent wealth management firm founded in 1908 by Monroe Rothschild and Samuel Karger. It serves individuals, families and business owners with financial planning, investment management, estate and philanthropic planning, and insurance solutions, and it works with companies on retirement plans, employee benefits and business succession.

Clients include families with legacy money, executives and business owners, and the firm also takes on business retirement plan consulting for Chicagoland employers. Work is handled through its Chicago Loop office and several suburban offices, with clients across the country served remotely. Prospective clients usually start with a conversation about their goals and current finances.