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ADAPT PARTNERS

Welcome to the Rockefeller Global Family Office

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®

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

DAVID LLOYD, Jr., CEPA®

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

CHARLES HOFFMAN, Jr., CRPC®

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

JEFFREY ANDERSON, CFP®

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

LONDA WILLEMS

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

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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.

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.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

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.

Our Ideas
Policy Risks Galore
Policy Risks Galore
No more financial sedatives; bye-bye, TINA
Everest is Not the Tallest Mountain
Everest is Not the Tallest Mountain
Each economic cycle has its own unique characteristics that make forecasting and market timing so difficult. In this quarter’s edition of Global Foresight, we examine why investors should rethink how they measure inflation and economic growth. The issue also explores some of the more forward-looking indicators that should become increasingly utilized by investors to monitor the health and prospects of the economy.
The Big Heist
The Big Heist
Crypto woes; a black swan fait accompli
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JAMES AUGUSTINE, CIMA®

JAMES AUGUSTINE, CIMA®

Senior Vice President, Private Wealth Advisor 

 

Jimmy joined Rockefeller Capital Management in 2021. He 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®

Senior Vice President, Private Wealth Advisor 

 

David joined Rockefeller Capital Management in 2021 and has over 25 years of experience providing investment management and advice to high-net-worth clients. Prior to Rockefeller, David spent time at both UBS and Merrill Lynch. Before that, David spent two years in Monterrey, Mexico, working with the international consulting firm PricewaterhouseCoopers and is fluent in Spanish. David has received the Certified Exit Planning Advisor (CEPA®) designation which focuses on helping business owners with exit planning issues.

David graduated with a B.A. in economics from The University of Texas at Austin and holds an MBA from Babson College in Boston. He has served on the boards of The Charity Ball Association of San Antonio, The San Antonio Opera, Big Brothers Big Sisters, and the Founders Council benefiting the Texas Biomedical Research Institute. He is also a 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 and two children.

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CHARLES HOFFMAN, JR., CRPC®

CHARLES HOFFMAN, JR., CRPC®

Senior Vice President, Private Wealth Advisor 

 

Charles joined Rockefeller Capital Management in 2021. He has over 25 years of experience providing investment management, retirement planning and advice to high-net-worth clients across the US. Charles graduated with a 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®

Vice President, Private Wealth Advisor
Team Head of Wealth Planning

 

Jeff joined Rockefeller Capital Management in 2021. Prior to joining he spent time at both UBS and Merrill Lynch. Jeff has close to 20 years of experience providing investment management and advice to high-net-worth clients. Jeff graduated with a B.A. from the University of Washington in Seattle and has earned the CERTIFIED FINANCIAL PLANNER designation from Rice University. Jeff is involved in various service opportunities in his community, and previously served as President of the Young Members Board of the Rotary of San Antonio. 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

Vice President, Client Relationship Manager 

 

Londa joined Rockefeller Capital Management in 2021. She is responsible for all aspects of support and client service. Prior to Rockefeller she spent over 30 years at UBS. Prior to UBS, Londa was a branch manager with the University Savings and Loan Association. Londa holds her Series 7 and 63 licenses. She has one daughter and lives with her husband in northern San Antonio.

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