Empowering You to Navigate the Financial Realities of Divorce
Divorce proceedings come with a lot of change. They can be uncertain, stressful, and may cause strain in your personal relationships as well as difficulty in managing your finances.
You may be considering divorce, which is one of the hardest decisions you can make, and thinking about its potential impact on your finances.
You may be newly separated from your spouse and exploring the addition of a financial professional to your team of advisors.
You may be completing your divorce but now require counsel from a financial professional on what comes next.
No matter where you find yourself in the divorce process, you are not alone. You’ve come to the right place.
Our Divorce Wealth Planning Team at Rothschild Capital Partners is distinctly suited to help you navigate these complicated moments. We seek to provide you stability and clarity as you process and ultimately resolve the financial matters of your divorce. We help guide you toward the best possible outcome.
Our Divorce Wealth Planning Team includes a Certified Financial Planner® / Certified Divorce Financial Analyst® professional and a former family law attorney. We offer a broad skill set, including cash flow analysis, review of investment and real estate portfolios, evaluation of employer compensation arrangements, and assessment and management of debt.
We provide our clients and their chosen counsel with comprehensive financial support throughout the divorce process so you can make every financial decision from a place of knowledge and comfort, and we seek creative solutions to challenging financial problems.
H O W W E W O R K
We’re In This Together
We have experience across a broad range of asset classes and we operate with a high standard of professionalism and precision. This multifaceted expertise makes us your optimal partner.
Client Stabilization
Once hired, we focus on helping you find stability by empowering you to gain a complete understanding of your financial picture. This starts with analyzing your current financial situation and evaluating future circumstances. It may also include preparing financial statements, reviewing assets, and creating projections.
“Even the most savvy individuals may feel overwhelmed while navigating the stormy waters of a divorce. We work alongside you to prepare and guide you toward a comfortable financial outcome.”
-Margo Cook, CFP®, CDFA®, Divorce Wealth Planning Team
Attorney Support (Negotiation & Litigation)
We work with your chosen attorney on an as-needed basis throughout your entire divorce process, assisting them in making their arguments more persuasive and supporting their efforts in negotiation, mediation, and litigation.
Our relationship with you and your attorney might be as simple as helping you understand your financial circumstances to answer your attorney’s questions, or as complex as creating monetary projections for your attorney to utilize to support your case. Our services are comprehensive, and we allow you and your attorney to tell us which of those services fits your circumstance and the attorney’s desired strategy.
“No divorce is the same, and we adapt our process to the singular needs of our clients and their counsel. If working alongside an attorney, we learn about their process and preferences, and we collaborate in cohesive partnership to support our client.”
- John Dame, Esq., Divorce Wealth Planning Team
With a former divorce litigator on our team, we have an inherent understanding of what it is like to be your attorney, and know the process and procedure involved in a divorce. We employ that knowledge to maximize our impact and create the best possible outcome for you.
Client Financial Understanding & Empowerment
It may seem quite daunting to think about your finances, particularly in the context of the complex emotions of a divorce. We hope to help you clear out the clutter.
Perhaps you were the high-earner in the household, but you never managed the finances, or maybe you worked inside of the home to support the family while your spouse experienced sustained career success, and you never had a lot of insight into the full financial picture.
We are here to help you obtain a complete understanding of your finances and to empower you to take control of your financial future.
Post-Judgment Wealth Planning & Investment Management
The launch of your next chapter is critically important. Just like your hope for a happy future should not end with your marriage, our relationship with you is just beginning at the conclusion of your divorce process.
After your divorce is complete, we initiate a long-term comprehensive wealth planning and investment management process that supports the launch of your next chapter and beyond.
We design a portfolio just for you, explore the purpose of your capital, determine your risk tolerance and cash needs, and deploy an individualized plan. Our investment experience goes beyond stocks and bonds. Even if the entirety of your wealth is managed in our core model portfolios, our understanding of all asset classes is critical to our macroeconomic perspective and the way we manage your wealth.
Rothschild Capital Partners is purpose-built for empowering you and the potential of your wealth. We are here for you, and we are excited for what comes next.
Our Process
We can help support you at any point in your journey.
Our Process
We can help support you at any point in your journey.
Meet Our Divorce Wealth Planning Team
Complex financial circumstances require sophistication and nuance. Every client is served by the entire wealth planning team at Rothschild Capital Partners.
We provide comprehensive financial services, and our background and investment team provide our clients and their counsel with an edge.
Margo Cook
CFP®, CDFA®, CAP®, CFRE
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Margo joined Rothschild Capital Partners as President of Wealth and Engagement Planning in 2023.
Margo has particular expertise in divorce wealth planning. She is a Certified Divorce Financial Analyst (CDFA)(R) professional and trained in collaborative divorce. Margo, alongside the RCP team, supports her clients and their chosen attorneys from the start of a divorce, through litigation if necessary, and then at the launch of her client’s next chapter and beyond.
Over the last eight years, Margo has worked as a wealth planner assisting individuals and their families with navigating all of life’s complexities and opportunities. In addition to her CFP® (Certified Financial Planner) and her CDFA® (Certified Divorce Financial Analyst) designations, Margo also has both CAP® (Chartered Advisor in Philanthropy) and CFRE® (Certified Fund Raising Executive) professional designations.
Contact Margo
John S. Dame, Esq.
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John joined Rothschild Capital Partners as General Counsel in 2023.
Prior to joining RCP, John worked as a family law attorney handling complex matters for high-net-worth families. In this role, John provided legal and advisory services to clients covering litigation strategy, personal matters, and financial issues (e.g., real estate finance, and business valuation). He negotiated high-stakes financial settlements for his clients, and he is collaboratively trained. John also has extensive experience working with both financial planners and accountants on behalf of his clients.
John supports Margo Cook, CFP®, CDFA®, CAP®, CFRE, to ensure that RCP’s divorce wealth planning is of value to both attorneys and their clients. In addition to his legal credentials, John is also a Registered Investment Adviser Representative. He understands the needs of attorneys and their clients and provides Margo the necessary context required to maximize the impact of RCP’s work.
Before starting his career as a litigator, John served as law clerk to Judge Cynthia Callahan at the Montgomery Circuit Court in Maryland and as Summer Counsel at the Harvard Legal Aid Bureau at Harvard University.
Contact Our Team
ROTHSCHILD CAPITAL PARTNERS
477 Madison Ave, 6th Floor
New York, NY 10022
(212) 931 5303