“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​

“We are a global family office that has served the Rockefeller family since 1882, and the story of the first family in family wealth is our blueprint.”

Timothy D. O’Hara, President of the Family Office and Co-Head of the Rockefeller Global Family Office​

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Global Family Office Services
A leading private wealth practice merged with holistic advisory and family office services
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.

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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.

Risk Management

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.

Philanthropic Advisory

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.

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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.

Insurance Advisory

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.

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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.

Financial Reporting

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.

Trust 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.

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Philanthropy

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.

Foundation Administration

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.

Private Aviation

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.

Philanthropic Advisory

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.

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Global Rescue

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.

Personal Security

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.

CHRISTOPHER DUPUY

President of Private Wealth Management & Co-Head of the Rockefeller Global Family Office

VINCENT HAAS

Chief Administrative Officer, Rockefeller Global Family Office

MICHAEL PARKER

Managing Director, Divisional Director

MICHAEL R. ARMONDO

Managing Director, Divisional Director

SANJEEVAN ISWARA

Deputy Chief Operating Officer, Private Wealth Management

JASON RICH

Chief Operating Officer, Private Wealth Management

JIMMY C. CHANG, CFA

Chief Investment Officer, Rockefeller Global Family Office

ANGIE LATIF

Head of Practice Management, Rockefeller Global Family Office

BRIAN RILEY

Managing Director, Divisional Director

NATHAN D. CRAIR

Managing Director, Divisional Director

SARAH MAHON

Director of Marketing, Rockefeller Global Family Office

BRETT THELANDER

Managing Director, Divisional Director

CANDICE DIAL

Director of ESG Investments, Rockefeller Global Family Office

MICHAEL OUTLAW

National Field Director, Rockefeller Global Family Office

GRACE YOON

Head of Business Development & Strategic Partnerships

TIMOTHY D. O'HARA

President of the Family Office & Co-Head of the Rockefeller Global Family Office

VINCENT HAAS

Chief Administrative Officer, Rockefeller Global Family Office

ELIZABETH P. MUNSON

Chairperson, Rockefeller Trust Companies

JIMMY C. CHANG, CFA

Chief Investment Officer, Rockefeller Global Family Office

TIMOTHY LAFFEY

Head of Tax Policy & Research

 

MICHAEL OUTLAW

National Field Director, Rockefeller Global Family Office

TOM DAVIDSON

President, The Rockefeller Trust Company (Delaware)

ANGIE LATIF

Head of Practice Management, Rockefeller Global Family Office

JOSEPH ROBERTS

Head of Wealth Strategy

CANDICE DIAL

Director of ESG Investments, Rockefeller Global Family Office

ELISABETH MADDEN

Senior Trust & Estate Advisor

 

JANET WELCH

Chief Operating Officer, Family Office

HEATHER FLANAGAN

Head of Trust Services

SARAH MAHON

Director of Marketing, Rockefeller Global Family Office

GRACE YOON

Head of Business Development & Strategic Partnerships

KALEEN ALLYN

LAUREN BIEKER

MAC BRODERICK

ALEXANDRA PETERSON CART

ANDREW CATHY

AMANDA EDELMAN

ADAM ROCKEFELLER GROWALD

SURAJ K. GUPTA

KATE ASHFORTH HURLEY

ALEXANDRA IDOL

MAHUM JAMAL

ALEXA RACHLIN

ARIANA ROCKEFELLER

HALL ROCKEFELLER

JUSTIN ROCKEFELLER

RYAN ROCKEFELLER

WILLIAM ROCKEFELLER

JAMES ROTHSCHILD

LACEY TISCH

GRACE YOON

We believe a legacy isn’t left, but lived.

We’re inspired that you’re here.

Locations

info@rockco.com
Atlanta3560 Lenox RoadSuite 1100Atlanta, GA 30326404-443-2700Boston99 High StreetFloor 17Boston, MA 02110857-504-8720Washington, DC900 17th Street NWSuite 603Washington, DC 20006202-890-8080CincinnatiRockwood ExchangeSuite 103Cincinnati, OH 45209Houston1330 Post Oak BoulevardSuite 1100Houston, TX 77056Scottsdale16220 N Scottsdale RoadSuite 390Scottsdale, AZ 85254480-923-9105Boca RatonOne Town Center RoadSuite 500Boca Raton, FL 33486561-617-8815The Rockefeller TrustCompany, N.A.45 Rockefeller PlazaFloor 5New York, NY 10111212-549-5100Chicago227 West Monroe StreetSuite 2050Chicago, IL 60606Dallas300 Crescent CourtSuite 1450Dallas, TX 75201972-761-5000Hamilton1395 Yardville-Hamilton Square RoadHamilton Township, NJ 08691Newport Beach Office23 Corporate Plaza DriveSuite 246Newport Beach, CA 92660Los Angeles10877 Wilshire BlvdSuite 700Los Angeles, CA 90024424-600-7920Mountain View2570 W. El Camino RealSuite 600Mountain View, CA 94040650-559-9900San FranciscoThree Embarcadero CenterSuite 1610San Francisco, CA 94111415-830-5790Oak Brook701 Harger Road, Suite 190Oak Brook, IL 60523630-575-2300Olympia400 Union Avenue SESuite 200Olympia, WA 98501Paramus115 W Century RoadSuite 315Paramus, NJ 07652Stamford100 First Stamford PlaceSuite 201Stamford, CT 06902Saratoga Springs321 Broadway, Third FloorSaratoga Springs, NY 12866518-886-3445Salt Lake City2603 East Parleys WaySalt Lake City, UT 84109801-736-9950San Antonio17806 IH 10 WestSuite 300San Antonio, TX 78257The Rockefeller TrustCompany (Delaware)3711 Kennett PikeSuite 220Wilmington, DE 19807302-498-6000Philadelphia100 Front StreetSuite 1325West Conshohocken, PA 19428484-209-2030Walnut Creek1850 Mt Diablo BoulevardSuite 300Walnut Creek, CA 94596

Office Locations

Email us at : info@rockco.com

New York

45 Rockefeller Plaza, Floor 5
New York, NY 10111

212-549-5100

Boston

99 High Street, Floor 17
Boston, MA 02110

857-504-8720

Dallas

300 Crescent Court, Suite 1450
Dallas, TX 75201

972-761-5000

Houston

1330 Post Oak Boulevard, Suite 1100
Houston, TX 77056

 

Oak Brook

701 Harger Road, Suite 190
Oak Brook, IL 60523

630-575-2300

Philadelphia

100 Front Street, Suite 1325
West Conshohocken, PA 19428

484-209-2030

San Francisco

Three Embarcadero Center, Suite 1610
San Francisco, CA 94111

415-830-5790

Stamford, CT

100 First Stamford Place, Suite 201
Stamford, CT 06902

 

Walnut, CA

1850 Mt Diablo Boulevard, Suite 300
Walnut Creek, CA 94596

 

Atlanta

3560 Lenox Road, Suite 1100
Atlanta, GA 30326

404-443-2700

Chicago

227 West Monroe Street, Suite 2050
Chicago, IL 60606

 

Greenwich

New Location Coming Soon

 

Los Angeles

10877 Wilshire Blvd, Suite 700
Los Angeles, CA 90024

424-600-7920

Olympia, WA

400 Union Avenue SE, Suite 200
Olympia, WA 98501

 

Salt Lake City

2603 East Parleys Way
Salt Lake City, UT 84109

801-736-9950

Saratoga Springs

321 Broadway, Third Floor
Saratoga Springs, NY 12866

518-886-3445

The Rockefeller Trust Company (Delaware)

3711 Kennett Pike, Suite 220
Wilmington, DE 19807

302-498-6000

Washington, DC

900 17th Street NW, Suite 603
Washington, DC 20006

202-890-8080

Boca Raton

One Town Center Road, Suite 500
Boca Raton, FL 33486

561-617-8815

Cincinnati

Rockwood Exchange, Suite 103
Cincinnati, OH 45209

Hamilton, New Jersey

1395 Yardville-Hamilton Square Road
Hamilton Township, NJ 08691

 

Mountain View

2570 W. El Camino Real, Suite 600
Mountain View, CA 94040

650-559-9900

Paramus, NJ

115 W Century Road, Suite 315
Paramus, NJ 07652

 

San Antonio, TX

17806 IH 10 West, Suite 300
San Antonio, TX 78257

 

Scottsdale

16220 N Scottsdale Road, Suite 390
Scottsdale, AZ 85254

480-923-9105

Rockefeller Trust Company, N.A.

45 Rockefeller Plaza, Floor 5
New York, NY 10111

212-549-5100

Our Complementary Lines of Business