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Welcome to

Rockefeller Capital Management

Welcome to tailored opportunities for multi-generational family wealth.

Welcome to the home of dynamic, personalized service and profound peace of mind.

“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
Our 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.

Our 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.

Our 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 Mission

We are a premier financial advisory firm that aspires to redefine and elevate the financial services experience through unparalleled client service and a commitment to excellence in all that we do.

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 forwards 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.”

Timothy D. O’Hara, President, The Family Office

We believe that the management of wealth and family is a complex, nuanced, and deeply personal business.
We believe that the management of wealth and family is a complex, nuanced, and deeply personal business.

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

We’re inspired that you’re here.