“We have established and seamlessly integrated a set of investment opportunities and lifestyle services suited to the complex needs of high-net-worth individuals and families.”
Christopher Dupuy, President of Private Wealth Management and Co-Head of the Rockefeller Global Family Office
Timothy D. O’Hara, President of the Family Office and Co-Head of the Rockefeller Global Family Office
Customized Investment Strategies and Solutions
We help our clients design highly bespoke, multi-asset investment strategies and solutions tailored to their objectives and interpretation of risk.
In-depth Market and Economic Insights
We publish our latest thinking on issues and events in the economy and the financial markets to assist our clients in understanding impacts and opportunities for their investment portfolios.
Open Architecture Product Platform
We offer a menu of competitively priced investment opportunities and product offerings across the full spectrum of asset classes.
Rigorous Investment Due Diligence Process
We employ a thorough, disciplined, and repeatable multistage approach to constructing and maintaining a focused list of compelling asset managers with attractive growth prospects.
Holistic, Quantitative Portfolio Construction
We construct investment portfolios through a cohesive process of strategic asset allocation and tactical tilts that seek to maximize risk efficiency by capturing a diversified collection of potential return drivers on both the asset class and the product levels.
Investment, Tax, and Legal Advisor Coordination
We assist in tapping into the synergy of integrated planning by providing complementary investment advice to clients’ income and estate tax planning and charitable gifting strategies.
Cash Management, Banking, and Credit
We provide a robust cash management capability, including customized liquidity solutions, seamlessly delivered through the Rockefeller client portal and iPhone app.
We offer Structured Solutions designed to provide market returns while mitigating downside exposure.
Monitoring and Portfolio Rebalancing
We conduct regular reviews to help ensure that clients’ portfolios are closely aligned with their investment objectives and are appropriately positioned based on the current macroenvironment.
Wealth Advisory Services
A valuable service that leverages a person with knowledge of estate and tax planning, recent legislation, and a view of a client’s entire financial picture to help fill gaps in a client’s understanding and tie the counsel of external advisors to the financial firm’s resources, creating an unbroken chain of objective, holistic, and relevant advice.
We offer philanthropy expertise to provide you with a functional foundation to help you build and manage your charitable program.
Trust and Estate Planning & Administration
Families utilize trusts to accomplish specific goals such as passing wealth and values to future generations and implementing strategic tax planning. Every family we serve has unique qualities and perspectives. Our approach considers the totality of their goals and objectives to create legacies that can be lived, maintained and transferred to future generations.
Next Gen Financial Education
We conduct individualized planning for next-generation family members and offer family education on a wide array of financial topics.
Family Legacy and Governance Advisory
We want you to think about your wealth across multiple generations and help you develop a governance structure that is tailored to your goals and your family’s dynamics.
We provide a consultative approach to delivering bespoke client solutions across the insurance spectrum.
Trust & Estate Planning Advice and Recommendations
We offer tailored advice, guidance, and extensive education for individuals and families to assist in the creation of comprehensive plans for estates and wealth transfer.
Income Tax Advice and Forecasting
We help you develop a short- and long-term, multi-state income tax strategy that maximizes efficiency and opportunities across your investments, deductions, interest expenses, credits, and capital losses.
Financial Planning Analysis and Recommendations
We assist you in creating a holistic financial plan, with detailed analytics and actionable recommendations across multiple disciplines.
Philanthropic Advisory Services
We provide guidance for the formation and administration of your foundation, including donor-advised fund planning, use of appreciated securities for charitable purposes, and pledge design and maintenance.
Insurance Advisory Services
We offer a comprehensive insurance advisory service that provides planning and analysis of life, health, disability, and property and casualty insurance coverages, along with an evaluation of overall risk.
Multi-Generational Education and Planning Services
We engage your entire family in a holistic approach to education and planning for the financial issues that arise in the natural course of life.
Investment Planning and Administration
We deliver a comprehensive and integrated service for investment planning and administration that encompasses asset allocation design and implementation, record keeping of all statements and investment-related documents synchronization of multiple investment relationships and advisors, and idea generation and coordination of new deal flow.
We believe that even the most complex financial situations can be presented logically and intuitively with consolidated financial reports that are tailored and personalized to your specific situation and needs, and that cover key drivers like net worth, estate balance sheets, and cashflow.
Family Office Services
We offer a portfolio of leading financial and human resource management services – available in combination or a la carte – to help you effectively run your household and your business. Services include Financial Accounting and Bookkeeping, Tax Preparation, Bill Payment, Cash Flow and Liquidity Planning, and Payroll/Benefits Administration.
The Rockefeller Trust Companies comprise two strategically aligned entities – Rockefeller Trust Company, N.A, and The Rockefeller Trust Company (Delaware) – that enable our advisors to offer clients across the country premier trust administration services that take advantage of Delaware’s favorable and well-developed trust laws, such as those pertaining to directed trusts and dynasty trusts.
Comprehensive Fiduciary Services
Seasoned tax and trust planning specialists will meet with you and your advisors to discuss your estate planning goals, and to define oversight, guidance, and administration protocols that will keep your plans current and on track to meet their objectives.
Our advisors can assist with a full range of philanthropy needs from simple to complex and from idea through execution. We will assist in the creation of a personalized philanthropic vison for you and your family and will connect you with expertise and resources to make your vision a reality.
Our foundation administration services assist trustees in the creation of financial plans that are tailored to each foundation’s unique circumstances and objectives, and that are compliant with charitable rules and regulations.
A flight desk powered by Wheels Up, with a dedicated team for Rockefeller clients, to consult and advise based on the specific travel needs of your family and business.
Private Health Advisory
Concierge health support for you and your family, delivered to Rockefeller clients through PinnacleCare, the preeminent provider in the space. Designed to provide individuals and families with proactive health and wellness support, 24/7 travel & emergency contingency, and complete management of any health concern.
Personalized philanthropic planning and management through Rockefeller Philanthropy Advisors (RPA), a nonprofit that partners with individuals, families, and institutions to help make philanthropy more thoughtful and effective.
Global Rescue pioneered the concept of worldwide field rescue and has served more than 1 million members. Their team of military special operations veterans, paramedics, physicians, and nurses is available to assist members at a moment’s notice, 24/7. Global Rescue’s intelligence team keeps members apprised of important events and trends in 200+ nations and principalities.
Professional security for Rockefeller clients, provided by Clark International. Includes executive protection, travel protection, and threat management services, as well as security training and public information analysis.
TIMOTHY D. O'HARA
JIMMY C. CHANG, CFA
ELIZABETH P. MUNSON
ALEXANDRA PETERSON CART
ADAM ROCKEFELLER GROWALD
SURAJ K. GUPTA
KATE ASHFORTH HURLEY
45 Rockefeller Plaza, Floor 5
New York, NY 10111
99 High Street, Floor 17
Boston, MA 02110
300 Crescent Court, Suite 1450
Dallas, TX 75201
1330 Post Oak Boulevard, Suite 1100
Houston, TX 77056
701 Harger Road, Suite 190
Oak Brook, IL 60523
100 Front Street, Suite 1325
West Conshohocken, PA 19428
Three Embarcadero Center, Suite 1610
San Francisco, CA 94111
100 First Stamford Place, Suite 201
Stamford, CT 06902
1850 Mt Diablo Boulevard, Suite 300
Walnut Creek, CA 94596
3560 Lenox Road, Suite 1100
Atlanta, GA 30326
227 West Monroe Street, Suite 2050
Chicago, IL 60606
New Location Coming Soon
10877 Wilshire Blvd, Suite 700
Los Angeles, CA 90024
400 Union Avenue SE, Suite 200
Olympia, WA 98501
Salt Lake City
2603 East Parleys Way
Salt Lake City, UT 84109
321 Broadway, Third Floor
Saratoga Springs, NY 12866
The Rockefeller Trust Company (Delaware)
3711 Kennett Pike, Suite 220
Wilmington, DE 19807
900 17th Street NW, Suite 603
Washington, DC 20006
One Town Center Road, Suite 500
Boca Raton, FL 33486
Rockwood Exchange, Suite 103
Cincinnati, OH 45209
Hamilton, New Jersey
1395 Yardville-Hamilton Square Road
Hamilton Township, NJ 08691
2570 W. El Camino Real, Suite 600
Mountain View, CA 94040
115 W Century Road, Suite 315
Paramus, NJ 07652
San Antonio, TX
17806 IH 10 West, Suite 300
San Antonio, TX 78257
16220 N Scottsdale Road, Suite 390
Scottsdale, AZ 85254
Rockefeller Trust Company, N.A.
45 Rockefeller Plaza, Floor 5
New York, NY 10111