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Welcome to the Rockefeller Global Family Office

At Bergman Wealth Management Group, we have developed a regimented service model over 20+ years, focused solely on navigating the complexities of family wealth. Our team takes a holistic approach to wealth management, and we take time to understand our clients needs, goals and long-term financial priorities.

We pride ourselves on being proactive about client life events by anticipating future financial or wealth planning needs before they actually arrive. In order to do so, we prioritize building intimate relationships from the outset. Being a part of Rockefeller Capital Management enables us to keep our clients at the center of everything we do.

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. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.


(312) 681-7622

227 West Monroe Street
Suite 2100
Chicago, IL 60606

“From a young age, the prospect of being a private wealth advisor always intrigued me. Being a part of a legacy name like Rockefeller has given me and my team an abundance of resources to successfully serve our clients.”

Richard H. Bergman, CFP®, CRPC®

We are a team of experienced and dedicated financial professionals, with every member of our group playing an integral role in servicing our clients.


Managing Director, Private Wealth Advisor
(312) 681-7620
Biography +


Vice President, Private Wealth Advisor
(312) 681-7621


Associate Vice President, Senior Client Associate
(312) 681-7622


Wealth Management Analyst 
(312) 681-7623

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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 serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.

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.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

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

Concierge Healthcare
• 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.

Our Ideas
Rockefeller Capital Management Extends Private Wealth Business Across Central Division, Welcomes Team of Six in San Antonio
Rockefeller Capital Management Extends Private Wealth Business Across Central Division, Welcomes Team of Six in San Antonio
The addition of Martin Lawyer Daniels marks Rockefeller’s first San Antonio-based team
Bond's Tantrum, Fed's Conundrum
Bond's Tantrum, Fed's Conundrum
Markets bubbled up, then bond yields caught up
For Sustainable Income and Resilience Amid Uncertainty: Private Real Estate & Infrastructure
For Sustainable Income and Resilience Amid Uncertainty: Private Real Estate & Infrastructure
In this issue, we dive into the fundamental drivers behind the behavioral characteristic of private real estate and infrastructure, and why we believe such assets have the potential of generating sustainable income, providing reliable protection against rising inflation, exhibiting relatively low sensitivities to changes in real rates, and introducing diversification benefits and resilience at a time of elevated uncertainty.
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