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Baker Tilly Investment Advisors, LP Becomes Bronfman E.L. Rothschild

Bronfman E.L. Rothschild is the new name for Baker Tilly Investment Advisors, LP, a registered investment advisor focused on creating, enhancing and preserving wealth for individuals and institutions and helping retirement plan sponsors achieve their goals. The name and brand were launched today with a new look and website at www.belr.com

“We are proud to launch our new name and brand,” said Bruce Laning, President of Bronfman E.L. Rothschild. “It reflects the long-term commitment of our partners, who bring with them a foundation of multi-generational success and strength. Clients can expect the same firm, quality service, team, and support they have come to know. We will continue to be a trusted source of perspective and insight for our clients.”

Background

In May 2013, Baker Tilly Investment Advisors partnered with the Bronfman and E.L. Rothschild family offices. Until 2013, Baker Tilly Investment Advisors was a wholly owned subsidiary of the accounting firm Baker Tilly Virchow Krause, LLP. The Baker Tilly Investment Advisor management team developed a growth plan to expand the resources it could provide to clients while strengthening its organization through a broader geographic presence. The scale of the plan required outside capital. Baker Tilly Investment Advisors undertook a search to identify partners to help achieve its long-range goals. A number of suitable partners were identified and all wanted to make an investment, but the opportunity that dovetailed best with the company’s core values was a partnership with Matthew Bronfman and E.L. Rothschild.

Matthew Bronfman is chairman and CEO of BHB Holdings LLC, and has made significant investments in numerous companies including several Israeli-based companies including IKEA Israel, Israel Discount Bank and the Shufersal supermarket chain. E.L. Rothschild LLC is a family owned, private investment holding company that oversees a variety of Sir Evelyn and Lady Lynn Forester de Rothschild’s global investments. Current holdings include media, financial services, infrastructure, technology, luxury goods and real estate. The principals take a long-term view toward partnership and value creation.

Partnering with the existing leadership team of Bruce Laning, Kelly Baumbach, and Brian Powers, the family offices of Matthew Bronfman and E.L. Rothschild purchased the firm to create a stand-alone investment advisor.

“We were initially attracted to Baker Tilly Investment Advisor’s solid business model, but quickly realized how well our values aligned,” said Matthew Bronfman, chairman of BHB Holdings LLC. “Our focus is always on trust, integrity and openness. Our long-term commitment is reflected in the fact that we are putting our names on the door.”

“We are excited about the future of this company and we fully embrace the opportunity to be part of an established firm that provides the full range of wealth management and consulting services for families, individuals, institutions and qualified retirement plans,“ said Eli Goldstein, Partner & Manager, of E.L. Rothschild Holdings LLC. Eli Goldstein is responsible for E.L. Rothschild Holdings LLC’s global investing activities, focusing on transactional work and deal structuring as well as the ongoing management and operations of E.L. Rothschild’s businesses.

Client Commitment

“As an organization we are still very focused on client commitment, but now have access to additional resources such as expanded investment research,” said Laning. “The same investment platform and advisory team remains in place. Several of our investment professionals have become investors in the new firm alongside the Bronfman and E.L. Rothschild families, ensuring continuity of the team. We are well positioned to serve a growing group of individuals and plan sponsors seeking financial confidence and peace of mind.”

About Bronfman E.L. Rothschild

Creating, enhancing, and preserving wealth is the focus at Bronfman E.L. Rothschild. Through in-depth knowledge and experience, specialized wealth management advisors help families and individuals clarify their financial goals and develop a tailored strategy to meet their objectives. Overseeing more than $1.9 billion in client assets under management*, the firm works to understand each client’s goals and offers candid advice and guidance through the complex investment arena. The firm also serves as a consultant to corporate retirement plans overseeing investment fund selection and monitoring, providing fiduciary oversight and offering a unique Retirement Readiness education experience to plan participants. The firm’s retirement plan consulting and administration professionals specialize in assisting with the design, implementation and administration of qualified retirement plans. They also provide consulting services on a wide range of retirement plan issues, including plan termination, IRS and DOL audits and plan corrections under IRS and DOL approved procedures.

*client assets under management as of 12/31/13

Bronfman E.L. Rothschild, LP is a registered investment advisor. Securities, when offered, are offered through Baker Tilly Capital, LLC, member of FINRA and SIPC; Office of Supervisory Jurisdiction located at 10 Terrace Court, Madison, WI 53718, phone 800 362 7301. Baker Tilly Capital, LLC, is a wholly owned subsidiary of Baker Tilly Virchow Krause, LLP, an accounting firm. Baker Tilly Virchow Krause, LLP, is an independently owned and managed member of Baker Tilly International.

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