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ADAPT PARTNERS

Welcome to the Rockefeller Global Family Office

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Our team works with clients to develop strong and tenured relationships, with the goal of creating tailored wealth management solutions. We put the priorities and objectives of our clients at the center of all we do. Our team is dedicated to a service model and wealth management process that allows us to remain proactive and nimble for our clients.

We take pride in the solutions we provide clients not just because they address multigenerational objectives, but because they can be altered in response to everchanging conditions in the financial markets.

Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and access to premier lifestyle advisor partners.

ADAPT PARTNERS 

adaptpartners@rockco.com

17806 IH 10 West
Promenade One at Eilan
San Antonio, TX 78257

“Our core values are synonymous with those of the Rockefeller family name.”

Adapt Partners 

Our experienced team works with our clients to provide a sustainable wealth management plan designed around their near, medium, and long term objectives.

JAMES AUGUSTINE, CIMA®

Private Advisor, SVP 
JAugustine@rockco.com
210-890-3571
Biography +

DAVID LLOYD, Jr., CEPA®

Private Advisor, SVP
DLloyd@rockco.com
210-890-3570
Biography +

CHARLES HOFFMAN, Jr., CRPC®

Private Advisor, SVP
CHoffman@rockco.com
210-890-3572
Biography +

JEFFREY ANDERSON, CFP®

Private Advisor, VP
Team Head of Wealth Planning
JAnderson@rockco.com
210-890-3575
Biography +

LONDA WILLEMS

Client Relationship Manager, VP
LWillems@rockco.com
210-890-3578
Biography +

NATALIA ELGUEZABAL

Administrative Assistant
NElguezabel@rockco.com
210-890-3640
Biography +

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers 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. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

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.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

“We take a hands on approach to wealth management, walking our clients through every phase of the process to help ensure our plans are aligned with their objectives.”
Adapt Partners
“The Rockefeller platform allows our team to be responsive, transparent, and entrepreneurial in developing our clients’ wealth management plans.”
Adapt Partners
Our Ideas
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
Rockefeller Insights
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News
Business Wire - April 3, 2023
IGM Financial, a Member of the Power Corporation Group of Companies, Making Long-Term Strategic Investment in Rockefeller Capital Management; Becomes Shareholder Alongside Majority Investor Viking Global Investors
Business Wire - January, 13 2023
Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
Business Wire - November 4, 2022
Rockefeller Capital Management Welcomes The Maxwell Group, of The Woodlands, TX, to its Rockefeller Global Family Office
Business Wire - October 20, 2022
Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships
Business Wire - October 7, 2022
Rockefeller Capital Management Welcomes the Mooney Stanley Group, of Pepper Pike, OH, to its Rockefeller Global Family Office – Expanding Presence in Midwest
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

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). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government agency.

Investing involves risk, including the possible loss of principal. Past Performance is no guarantee of future results and no investment or financial planning strategy guarantees profit or protection.

Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
JAMES AUGUSTINE, CIMA®

JAMES AUGUSTINE, CIMA®

Private Advisor, Senior Vice President 

 

Jimmy is a Private Advisor and Senior Vice President with Adapt Partners within the Rockefeller Global Family Office in San Antonio, Texas. Jimmy joined Rockefeller Capital Management in 2021 and has more than 25 years of experience providing investment management and advice to high-net-worth clients. He is responsible for advising clients on all their wealth management needs. Prior to Rockefeller, Jimmy spent time at UBS and Merrill Lynch. While at UBS, Jimmy was a resident director in San Antonio for 12 years. Jimmy graduated with a B.A. from Trinity University and holds an M.F.A. from the University of Missouri at Kansas City. Jimmy also earned the Certified Investment Analyst designation from the Wharton School of Business at the University of Pennsylvania. Jimmy holds Series 7, 9, 10, 63, 65 and 66 licenses and is state licensed for life and health insurance. He lives in Fair Oaks with his wife and two children.

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DAVID LLOYD, JR., CEPA®

DAVID LLOYD, JR., CEPA®

Private Advisor, Senior Vice President 

 

David is a Private Advisor and Senior Vice President with Adapt Partners within the Rockefeller Global Family Office in San Antonio, Texas. He has over 25 years of experience providing comprehensive financial planning advice and investment management services to high-net-worth clients in South Texas and across the United States. Prior to joining Rockefeller, David worked with Merrill Lynch Wealth Management and UBS Wealth Management. Before that, he spent two years working with the international accounting and consulting firm PricewaterhouseCoopers in Monterrey, Mexico. David is fluent in Spanish. He received the Certified Exit Planning Advisor (CEPA®) designation. This credential helps business owners develop and execute a plan to sell their business in order to maximize their value before the exit. David enjoys working closely with the client’s other advisors in a holistic manner.

David graduated with a B.A. in Economics from The University of Texas at Austin and holds an M.B.A. in Finance and Entrepreneurial Studies from Babson College in Wellesley, MA. He has served on a number of local boards including the Charity Ball Association of San Antonio, Big Brothers Big Sisters of South Texas, and the Founders Council benefiting the Texas Biomedical Research Institute. He is also an active member of The Texas Cavaliers, San Antonio Estate Planners Council, The Argyle, the San Antonio Country Club, and the Chisholm Trail Heritage Museum in Cuero, TX. David holds Series 7, 63, 65 and 66 licenses and is state licensed for life and health insurance. David lives in Terrell Hills with his wife, Paola, and they have two grown children.

 

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CHARLES HOFFMAN, JR., CRPC®

CHARLES HOFFMAN, JR., CRPC®

Private Advisor, Senior Vice President 

 

Charles is a Private Advisor and Senior Vice President with Adapt Partners within the Rockefeller Global Family Office in San Antonio Texas. He joined Rockefeller Capital Management in 2021 and has over 27 years of experience providing investment management, retirement planning and advice to high-net-worth clients across the US. Charles graduated witha B.S. degree in Business from Louisiana Tech University in 1981 and began his career in the financial industry in 1996. He holds Series 7, 63, and 65 registrations in 13 states. He also holds Life, Annuity and Long-Term Care Insurance licenses, and has been certified by the College for Financial Planning as a Chartered Retirement Planning Counselor -CRPC ®. Charles has four daughters and lives with his wife in San Antonio

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JEFFREY ANDERSON, CFP®

JEFFREY ANDERSON, CFP®

Private Advisor, Vice President 
Team Head of Wealth Planning

 

Jeff is Vice President, Private Advisor and Team Head of Wealth Planning with Adapt Partners. He joined Rockefeller Global Family Office in 2021, and leads the wealth planning efforts for Adapt Partners, a team of Private Advisors based out of the San Antonio, Texas office. Prior to joining Rockefeller he had successful careers at both UBS and Merrill Lynch from 2004 through 2021. Jeff has over 20 years of experience providing investment management and financial advice to high-net-worth clients. Jeff graduated with a Bachelors of Arts from the University of Washington in Seattle, and has earned the CERTIFIED FINANCIAL PLANNER designation from the Glasscock School of Continuing Studies at Rice University in Houston, Texas. Jeff is involved in various service opportunities in his community, and loves to spend time coaching Little League baseball and softball. Jeff previously served as President of the Young Members Board of the Rotary of San Antonio, one of the world’s largest Rotary clubs. He holds Series 7, 63, 65 and 66 licenses and is state licensed for life and health insurance. He lives in Bainbridge Island, Washington with his wife and three children.

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LONDA WILLEMS

LONDA WILLEMS

Client Relationship Manager, Vice President 

 

Londa is Client Relationship Manager - Vice President, a Client Associate with Adapt Partners. She joined Rockefeller Capital Management in 2021. She is responsible for all aspects of support and client service. She is a member of the Rockefeller Community of Champions Group and heads volunteer projects for the local community. Prior to Rockefeller she spent over 30 years at UBS and held positions of Senior Registered Client Service Associate, CSA Coach,Administrative Assistant and Cashier. Prior to UBS, Londa was a branch manager with the University Savings & Loan Association. Londa holds her Series 7 and 63 licenses. She lives with her husband of over 40 years in northern San Antonio and they have one married daughter with one granddaughter. Londa enjoys walking half-marathons with fundraising for multiple charitable organizations.

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NATALIA ELGUEZABAL

NATALIA ELGUEZABAL

Administrative Assistant 

 

Natalia is an Administrative Assistant with Adapt Partners. She joined Rockefeller Global Family Office at the beginning of 2023. Her role as an Administrative Assistant at Rockefeller Global Family Office is to assist with the day-to-day operations in the office by providing administrative support and helping the team coordinate tasks. Prior to joining Rockefeller, Natalia worked in the Fifth Avenue Club at Saks, where she developed great concierge and customer service skills. Natalia was born in Eagle Pass, Texas but was raised in a small town in Mexico called Muzquiz, Coahuila. She lived in Zimbabwe for one year where she went to school and experienced a different culture. Natalia moved to San Antonio in 2017 for college and graduated from UTSA with a Bachelor's Degree in Communications. Natalia also, served as the Queen of the district in her Rotary Club back in Mexico during the period of 2017 – 2018 where she participated in various beneficiary events. She enjoys interacting with people, learning new things, and working out.

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