Bronfman E.L. Rothschild has acquired Highline Wealth Management

We are pleased to announce that Highline Wealth Management is now part of the Bronfman E.L. Rothschild family. We believe this acquisition will have a positive impact on our employees, our shareholders and, most importantly, our clients. 

This acquisition is another step toward our strategic goal to broaden our reach and scope of services by acquiring high-quality firms led by talented people who share our transparent, client-first approach. With the acquisition of Highline, Bronfman E.L. Rothschild manages more than $3.6 billion* of client assets. 

Highline was founded by Neal Simon and is based in the Washington, D.C., area with offices outside of Philadelphia and in New York City. Mr. Simon will become CEO of the combined firm and join the Bronfman E.L. Rothschild Board of Directors.

Highlights of our combined firm include:

  • Growing presence in the RIA industry with nine locations in the Midwest and Northeast
  • Broader and deeper experience with additional advisors who can bring their knowledge and experience to all of our clients
  • Continued commitment to attracting and retaining top talent

Our clients remain our number one priority and, as a result, will keep their same advisors, custodians, and investments. Combining our firms gives us the ability to grow in expertise that is sophisticated and comprehensive while remaining independent. And we will now offer 401(k) services, a Bronfman E.L. Rothschild strength, on the east coast.

The acquisition of Highline Wealth Management takes our firm to a new level in continuing to improve our client experience by expanding our financial planning and performance reporting capabilities. Together, clients from both firms will benefit from the strength and scalability of a larger organization, allowing for more advantageous pricing with custodians and other similar synergies.

We look forward to serving clients with our newly expanded team and resources.

 

Thank you,

The Bronfman E.L. Rothschild Team

 

*Client Assets as of July 31, 2015