“Rockefeller Capital Management has put the family office and private wealth together seamlessly.”

Christopher J. Randazzo, President, Private Wealth Management
“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, Family Office

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 based on their objectives and interpretation of risk, which we believe is tailored to each individual investor.

In-depth Market and Economic Insights

We publish our latest thinking on trends in the economy and the financial markets to help clients decipher the key issues that affect their investment portfolios.

Open Architecture Product Platform

We provide access to a menu of investment opportunities and product offerings across the full spectrum of asset classes with competitive pricing.

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, tactical tilts, and implementation, seeking 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 aim to generate the potential 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 platform, anchored by the Rockefeller client portal and iPhone app. We also provide customized liquidity solutions tailored to meet client objectives.

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.

Trust and Estate Planning & Administration

We offer sophisticated trust and estate planning that allows for thoughtful transmission of wealth through the employment of dynasty trust planning, GRATs, family LLCs, insurance trusts, and many other structures and techniques.

Comprehensive Fiduciary Services

We act as trustee and/or support your individual trustees in managing trusts thoughtfully and expertly.

Tax-efficient Planning

We help you build an efficient tax plan that considers multiple future scenarios, and offer insights into the steps you can take today that could reduce your taxable obligations tomorrow.

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.
Philanthropic Advisory
We offer philanthropy experts to provide you with a functional foundation to help you build and manage your charitable program.
Nonprofit Foundation Service

We administer nonprofit foundations and help them develop financial plans that are informed by their unique circumstances and objectives.

Next Gen Financial Education

We conduct individualized planning for next-generation family members and offer family education on a wide array of financial topics.

Lifestyle Advisory

We bring you and your family solutions for lifestyle needs, from the everyday to the extraordinary, through a series of highly curated and vetted partners.

Insurance Advisory
We provide a consultative approach to delivering bespoke client solutions across the insurance spectrum.
Financial Accounting and Bookkeeping
We offer accounting and record-keeping services for your financial transactions.
Tax Preparation

We create a seamless transition from tax planning to preparation and will complete your individual income and gift tax returns, as well as tax returns for your partnerships, trusts, and foundations.

Bill Payment

We simplify your life by ensuring the accurate, secure, and timely payment of bills for you and your family and provide transaction services for your financial entities.

Human Resources Services
We provide outsourced payroll and benefits administration services for your household staff and other employees.
Cash Flow and Liquidity Planning

We help you plan for the future by building forecasts and budgets that seek to ensure you have access to sufficient cash flow for any anticipated needs.

CHRISTOPHER J. RANDAZZO

President, Private Wealth Management

CHRISTOPHER DUPUY

National Field Director, Private Wealth Mangement

JASON RICH

Chief Operating Officer, Private Wealth Management

MICHAEL R. ARMONDO

Managing Director, Divisional Director

NATHAN D. CRAIR

Managing Director, Divisional Director

ANTHONY GROSSO

Managing Director, Divisional Director

MICHAEL OUTLAW

Managing Director, Divisional Director

MICHAEL PARKER

Managing Director, Divisional Director

TIMOTHY D. O'HARA

President, Family Office

ELIZABETH P. MUNSON

President, Rockefeller Trust Companies

GRACE YOON

Head of Business Development & Strategic Partnerships

RICHARD J. COSTER

Senior Vice President, Senior Manager of Client Accounting

SEAN M. LEONARD

Chief Investment Officer, Family Office

JOSEPH ROBERTS

Senior Wealth Strategist

TIMOTHY SMITH

Managing Director, Operations, Family Office

Our Complementary Lines of Business

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

We’re inspired that you’re here.