IGM Financial Makes Long-Term Strategic Investment in Rockefeller Capital Management; Becomes Shareholder Alongside Majority Investor Viking Global Investors - Read Now
Gregory Fleming discusses Rockefeller Capital Management's growth with Insider – Read Now
Uniquely Rockefeller Special Client Event – The 2023 Edelman Trust Barometer: Navigating a Polarized World – View Replay
Rockefeller Global Family Office CIO Monthly Perspective: Skirting The Maginot Line - View

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

– Active equity and fixed income strategies across fundamental, systematic, 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.”

Timothy D. O’Hara, President of the Family Office and Co-Head of the Rockefeller Global Family Office​

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

We’re inspired that you’re here.

Form CRS

BDP Sweep Yield Schedule

Client Relationship Brochure

Trade Away Information

Rockefeller Financial Wrap Fee Brochure

Rockefeller Financial Form ADV Part 2A Brochure

Rockefeller Global Family Office Form ADV Part 2A Brochure

Rockefeller Asset Management Form ADV Part 2A Brochure

US Patriot Act Notice

FINRA BrokerCheck

MSRB G-10 Rule Disclosure

Important Terms, Definitions & Abbreviations (used in Rockefeller publications)

You have Successfully Subscribed!