Premier Solutions, Personal Service

We aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and modern technology to help discerning clients—individuals, families, businesses, and institutions— achieve their goals through the delivery of premier financial advisory and investment management. We specialize in wealth management, asset management, and investment banking with the objective of connecting clients to a broad network of solutions and unique opportunities.

Rockefeller Global Family Office

We offer guidance to high-net-worth and ultra-high-net-worth individuals and families through a team of private advisors and financial experts.

Rockefeller Asset Management

Managing equity, fixed income, and alternative strategies that seek outperformance for institutional investors, financial professionals, and other institutionally minded investors.

Rockefeller Strategic Advisory

Providing corporate and business advisory services to private and public companies, as well as businesses owned by clients of Rockefeller Global Family Office, with an emphasis on independent strategic advice and access to senior investment bankers.

Sound Advice For Generations

Originally founded in 1882 as the family office of John D. Rockefeller, our Firm has evolved to offer strategic advice to ultra-high-net-worth and high-net-worth individuals and families, institutions, and corporations. Rockefeller has since helped other families and individuals manage the nuances and complexities of multi-generational wealth for seven generations and counting. Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. Today, Rockefeller Capital Management offers the same type of service, care and trust to a broader base of clients to help them unlock the potential of their investments.

We continue to learn from our heritage and seek out new and innovative ways of working, using our past success to help us continue leading the future of financial services.

Join a legacy of wealth preservation and growth, please reach out to schedule an introduction.

Investing involves risk, including risk of loss. Past performance is no guarantee of future results.

These materials do not constitute an offer to sell or a solicitation of an offer to buy interests in any Rockefeller Capital Management investment vehicle or product. This presentation may not be copied, reproduced or distributed without Rockefeller Capital Management’s prior written consent and may be used only where applicable and is not valid without a consultation with a representative of Rockefeller Capital Management.

Rockefeller Capital Management is the marketing name of Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and Rockefeller Financial LLC, as the case may be. Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Additional information is available upon request.

©2024 Rockefeller Capital Management. All rights reserved. Does not apply to sourced material. Products and services may be provided by various affiliates of Rockefeller Capital Management.

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