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Baker Tilly Investment Advisors, LP Becomes Bronfman E.L. Rothschild
|By Business Wire
|June 2, 2014 11:21 AM EDT
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
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
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
“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.
“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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