Families and individuals

Rothschild has been under continuous family control for more than 200 years.

This gives us unique insight and empathy to offer expert and tailored financial advice to companies owned by individuals and families.

We have a unique capacity to advise on how to:

• protect a company when the aspirations of family members begin to diverge and manage transitions between generations
• structure family decision-making, while maintaining efficiency, including the transition to professional management
• ensure the family retains its influence and that family assets are sheltered against tax, in the case of a merger or an acquisition.

Our priority is always to give impartial, expert advice, tailored to the needs of our individual and family clients. In doing so, we apply Rothschild’s intellectual capital as well as the experience and insights gained from our global network of industry sector specialists. We are experienced at working in difficult and sensitive circumstances, and bring discretion and tact to each situation.

In addition, as part of the wider Rothschild Group, we offer our clients access to Rothschild’s Wealth Management services.