Advisory Firms with Combined 192-Year History Merge with $5B in Assets

Rothschild Investment Corp., a 115-year-old boutique wealth management firm, and its parent company, private equity firm Tin Goose, have completed a merger with Sentinus, a 77-year-old independent advisory firm with about $1 billion in assets.

The merger will bring total assets for the combined company to nearly $5 billion.

Current Sentinus CEO Phil Johnson will serve as President of Rothschild.

“It is an honor to welcome the Sentinus team to the organization,” said Owen Schnaper, Chairman of Rothschild and Partner at Tin Goose. “We look forward to working with the Sentinus team to attract like-minded financial advisors, clients and partners, expanding our footprint while enabling us to provide services uniquely tailored to our clients’ needs.”

Chicago-based, employee-owned Rothschild works with high-net-worth families and individuals; entrepreneurs; family holding companies, foundations/ endowments; retirement accounts; and multi-generational trust accounts.

Founded in 1946 by WWII veteran Richard A. Reynolds as Reynolds Financial Group, Sentinus, also based in Chicago, rebranded itself as an independent registered investment advisor in 2012.

The company has been offering non-proprietary products to enable clients’ growth opportunities and enhance their experience through optimized management and service.