How we can help you
At a time where short-term thinking often dominates, our long-term perspective to wealth management sets us apart.
The Rothschild family are one of the few to have successfully preserved their wealth over many generations and we aim to replicate this success for our clients.
There is often a greater focus on financial matters during periods of economic and political uncertainty. Our history stretches back to 1799, meaning we have successfully navigated many periods of market turbulence and understand the challenges posed.
We look after your wealth as if it were our own, investing and advising you in the pursuit of your long-term goals.
Disclaimer
Past performance is no guarantee of future results.
At times of political and economic uncertainty, it’s especially important to choose a trusted partner to manage and grow your wealth.”
James Morrell
CEO
What makes us different?
In an environment where short-term thinking often dominates, our long-term perspective to wealth management sets us apart. Our founding family are one of the few to have successfully preserved their wealth over many generations and we aim to replicate this success for our clients.
Helping US clients preserve and grow their wealth
In this article, we explore how we look after clients in the US by providing a global, preservation‑led approach that broadens diversification, supports US tax and reporting needs and helps protect wealth from inflation and market volatility.
Our investment objective is simple – to preserve and grow the wealth of our clients over the long term.
We seek to do this by investing in sustainable and responsible businesses that deliver consistently strong returns.
We believe that investors need to protect themselves against inflation, which can erode the real value of your wealth over time. Instead of chasing short-term returns, we seek high-quality companies to invest in, targeting above-inflation returns.
Through our investments, we aspire to preserve both the wealth of future generations and the environment and society they will inherit.
Our clients
A long-term perspective
Managing your wealth can be a difficult task and we work with a range of clients in the United States to help them get the most from their money. Whether you are a successful entrepreneur or your family has generational wealth, we are here to assist with your finances over the long term.
Entrepreneurs
Every entrepreneur’s journey is different, and we have worked with founders in the US and around the world who are at various stages of business growth.
We find that too often entrepreneurs overlook their personal finances in favor of concentrating on their business finances. However, whether you are in your growth phase or close to a sale, it's never too early to seek the right advice.
Finding the right partner for your personal finances can help free up time to concentrate on your entrepreneurial journey and enjoy the benefits of your wealth.
Families
Rothschild & Co is family-controlled and has been led by the Rothschild family for seven generations. We understand the challenges posed by managing family wealth and are proud of our long-term approach to investing.
We understand that each family has complex and unique needs, and we’ve worked alongside families like yours to help manage generational wealth.
As well as offering wealth management services, we can also connect you with our extensive network of leading legal and accounting specialists, pairing you with the best experts to meet your needs.
Comprehensive wealth management services wherever you, or your assets, are located
Our offering is part of Rothschild & Co's global Wealth Management business. This encompasses teams based in 12 countries across Europe and the Middle East, supporting more than 15,000 clients and managing over €101bn of assets in total1.
In each country we offer impartial advice, tailor our approach to each client, and design a service that is right for you.
1. As at 31 December 2025