Welcome to
Rockefeller Capital ManagementWelcome 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.
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.
Featured News
Featured News
Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management Firm
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
– 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
– 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.
Uncommon Investment Opportunities
Our experienced team focuses on sourcing, diligence, and structuring attractive investment opportunities for our clients.
Rockefeller Lifestyle Advisory
We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.
Rockefeller Digital Experience
Uncommon Investment Opportunities
Our experienced team focuses on sourcing, diligence, and structuring attractive investment opportunities for our clients.
Rockefeller Lifestyle Advisory
We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.
Rockefeller Digital Experience
