Uniquely Rockefeller Special Client Event: A Conversation with Derek Jeter, our newest Board Member and Baseball Hall of Famer - View
Rockefeller Global Family Office CIO Monthly Perspective - View
Uniquely Rockefeller Special Client Event: A Conversation with Yvon Chouinard, Founder of Patagonia - View Replay
Uniquely Rockefeller Special Client Event: A Conversation with Carol B. Tomé, CEO of UPS - View Replay
Rockefeller Capital Management Expands Strategic Advisory Practice with the Addition of Jim Ratigan – View Press Release

Welcome to

Rockefeller Capital Management

Welcome to the home of dynamic, personalized service and uncommon opportunity.

“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries – and their families. Together, we view wealth not as a prize but as potential.”

Gregory J. Fleming, President and CEO

Uncommon Legacy

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.

Uncommon Vision

To be trusted advisors in navigating the complexities of families and wealth. To be singularly dedicated to tailoring our services around our clients and their dynamic family needs. This is why we’re here.

Uncommon Team

From our leadership team to our individual advisors and specialists, our mission is to serve you and your family. We are confidantes, counselors and navigators.

 

Our Services

Over generations of serving the Rockefeller family and institutional investors, we have cultivated a suite of complementary and interconnected services designed to identify and make available extraordinary opportunities for asset preservation and growth.

Global Family Office

– Multigenerational Tax,Trust & Estate Planning
– Client Accounting Group
– Family Legacy & Governance
– Advisory
– Rockefeller Trust Companies
– Open architecture, customized investments across all asset classes
– Investment Advisory
– Private Banking & Lending
– Proprietary Investments

Strategic Advisory

– Investment Banking expertise for Global Family Office clients
– M&A
– Transaction Structuring
– Capital Market Advisory

Asset Management

– Equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture
– Intellectual capital built from pioneering global equity investing and ESG-integrated research nearly 30 years ago
– 40-years of effective shareholder engagement that seeks to create value and catalyze positive change

You walk a high road. The questions you seek to answer on behalf of your family are not ordinary. Potential abounds. Opportunities appear endless. But today is more complex than yesterday and all paths forward are not equal.

“We are a global family office that has served the Rockefeller family since 1882, and the story of the first family in family wealth is our blueprint.”

Tim O’Hara, President, The Global Family Office

We believe a legacy isn’t left, but lived.

We’re inspired that you’re here.