M and A

Wisconsin Firm Acquires Highline Wealth Management

Eliane Chavagnon Editor - Family Wealth Report August 12, 2015

Wisconsin Firm Acquires Highline Wealth Management

Bronfman E L Rothschild and Highline, which is based in the US capital, are seeking more growth opportunities in the Midwest and Northeast, the two firms said.

Wisconsin-based Bronfman E L Rothschild has acquired Washington, DC-based Highline Wealth Management.

Combined, the two firms will manage over $3.6 billion with nine US offices, led by Highline's founder, Neal Simon, as chief executive.

Both firms have been on the M&A path recently, with Bronfman having acquired Lake Country Wealth Management in Delafield, WI, while Highline - which has offices outside of Philadelphia and in New York City - has been adding advisors from both wirehouses and RIAs.

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