Headshot: Stephen O. Rothschild

Stephen O. Rothschild
Diamond Wealth Strategies
Phone: (847) 686-1069
stephen@diamondwealthstrategies.com

Stephen Rothschild is considered to be one of the foremost authorities in the country in dealing with the complexities of estate planning, wealth transfer, business succession, philanthropy, and asset protection for the affluent marketplace. For over 40 years, Stephen has been a resource and trusted advisor for many of the top estate planning attorneys, accountants and family offices in the United States.

He is currently the Chairman of the Board of Directors for the Life and Health Insurance Foundation for Education. He is the past President of the Million Dollar Round Table, a Past Member of the Board of Directors for the prestigious International Forum, a 15 year Past Member of the Advisory Board for Trusts and Estates magazine, and a Past Member of the Board of Directors for the Association for Advanced Life Underwriters. Stephen is also the Past President for the St. Louis Chapter for the Estate Planning Council as well as the Past President for the Financial Planning Association -- St. Louis Chapter.

Stephen is also a frequently published and quoted authority on wealth planning topics for numerous industry publications. In addition, Stephen is a highly respected and popular speaker, lecturing internationally to attorneys, accountants, and financial service professionals about advanced and creative estate planning and business continuity strategies. His experience includes:

National meetings of AALU, MDRT, Forum 400, and numerous Insurance Companies and Financial Institutions.

Workshop Leader -- University of California at Berkeley Workshops for Entrepreneurs.

NYU Federal Taxation Institute.

Lectures internationally at numerous local and regional chapters of national professional and financial service organizations.

Stephen's educational designations include:

  • BS Business Administration -- Boston University
  • CLU -- American College
  • ChFC -- American College
  • Graduate Certificate in Advanced Estate Planning -- American College
  • CRC -- Certified Retirement Counselor, International Foundation for Retirement Education
  • RFC -- International Associations of Registered Financial Consultants
  • Trusts & Estates magazine -- Advisory Board