The Rothschild Capital Partners logo.

Purpose for capital and for life.

Rothschild Capital Partners is an investment advisory, engagement, and wealth planning firm purpose-built for

Our Services

A dollar sign surrounded by overlapping circles, representing many different investments and priorities.
Investment
Management
Managing your investments so you can focus on what really matters.
A heart surrounded by three overlapping circles, representing you, your family, and your wealth planner.
Collaborative
Wealth Planning
Developing a financial plan to empower you and
your family.
A rising star, with growing circles trailing behind it.
Engagement
Planning
Working with you to amplify your purpose.

Our Team

The senior members of our team have worked together for more than 20 years, and many of our client relationships have spanned several generations.

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Domain Expertise & Specialties

Wealth Planning and
Life Journey
Life is full of both gradual and momentous change, and there are financial and personal considerations throughout.

Our team is here to guide you.
Investment
Management
Investing appropriately is critical to realizing your personal and professional goals.

Our team advises you with specific expertise and experience across multiple asset classes.
Family Purpose
and Engagement
Wealth creates opportunities and challenges that can create complexities in the family dynamic.

We are building an aligned community that can help you and your family identify, inspire, and amplify purpose.
Retirement and
Career Transition
Wealth is a means to an end.

Our team provides support for your wealth to serve your purpose, and live life on your terms.
Business Transition
and Advisory
Business transitions involve both personal and financial complexity.

Our team provides the clarity you need to make important decisions about your future.
Private and Alternative
Investments
Private and Alternative Investments can offer increased opportunity as well as significant risk and complexity.  

We have substantial experience and expertise as both investors and general partners in a broad range of Private and Alternative Investments. We can support the assessment, curation, and management of these investments.
Our Macroeconomic Perspective
The global economy is undergoing unprecedented change. Moreover, innovation is accelerating, driving risks and opportunities that are reshaping the economy.

We use an impact and outcome lens to shape our thinking. Demographics provide a framework to understand long-term demand and human capital as a resource. Resource availability is a significant constraint to meeting the needs of a changing population. Innovation can bridge the gap between demand and resource limitations, enabling more efficient delivery of goods and services and better outcomes at lower cost.

Rothschild Capital Partners has always been a hands-on investment firm: engaging with a variety of organizations and individuals to better understand the impact of innovation and the future of society. Our investment philosophy and approach are designed from the ground up to help clients navigate and benefit from these changes, capturing the long-term effects of today’s innovations on tomorrow’s economy.
Introducing New Civic
Inspiring a new era of American civic and philanthropic engagement.

New Civic is a national call to action to catalyze discussion and foster the growth of programs that integrate service and purpose into the mission, program, and operations of schools and organizations.
Learn More
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The Latest

October 25, 2024

Divorce Wealth Planning Team Delivers Presentation at AAML Maryland Event

Margo, Jason, and John spoke before a group of distinguished attorneys and judges.
October 4, 2024

Margo Cook Discusses Modern Divorce at Florida Family Court Conference

Margo presented "Modern Divorce Requires a Team," highlighting the need for multidisciplinary support in divorce cases.
September 7, 2024

Rothschild Capital Partners Hosts "Making the Most of Your Next Chapter"

Margo led a panel discussion with professionals on thriving in life’s next chapter after divorce or loss.

Upcoming Events

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Contact Us

Location icon
5 East 82nd Street, 3rd Floor
New York, NY 10028
Phone icon
(212) 931-5303
Email icon
connect@rothcap.com
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