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Khoshnevissan & Doğan Financial Strategies Group

Welcome to the Rockefeller Global Family Office

At The Khoshnevissan & Doğan  Financial Strategies Group, our mission is to serve you and your family. We are confidantes, counselors and navigators, dedicated to managing the complexities of family and wealth.

Located in San Francisco, CA, The Khoshnevissan & Doğan Financial Strategies Group provides wealth management and advisory services to clients as trusted fiduciary advisors.

Our planning-based approach and open-architecture platform are designed to provide our clients with expert, unbiased counsel and strategies tailored to their families’ evolving needs and goals.

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.

We’re inspired that you’re here.

Khoshnevissan & Doğan Financial Strategies Group

415-830-5764

Three Embarcadero Center
Suite 1610
San Francisco, CA 94111
1850 Mt Diablo Boulevard
Suite 300
Walnut Creek, CA 94596

“We are founded on the idea that families and wealth are complex, nuanced, and deeply personal. And deserving of a team and strategies that uniquely match their journeys and their needs.”

Christopher Dupuy, Co-President, Rockefeller Global Family Office

At The Khoshnevissan & Doğan  Financial Strategies Group, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

Abbas Khoshnevissan

Managing Director – Wealth Management
akhosh@rockco.com
415-830-5760

Ülkü Doğan

Managing Director – Wealth Management
udogan@rockco.com
415-830-5761

Sonya Gonzalez

Private Wealth Management – Client Associate
sgonzalez@rockco.com
415-830-5764

 

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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
Load More
ABBAS KHOSHNEVISSAN

ABBAS KHOSHNEVISSAN

Managing Director – Wealth Management

 

Abbas Khoshnevissan is a Managing Director at Rockefeller Capital Management, joining the firm in July 2019. Prior to joining Rockefeller, Abbas was a Managing Director at Wells Fargo Advisors for over a decade. Abbas applies his quantitative and analytical skills to help ultra-affluent clients advance their long and short term investment goals. He brings a highly customized approach to distilling and pursuing each client’s investment needs.

Abbas holds a Master’s in Economics and is involved in community support organizations.

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ÜLKÜ DOĞAN

ÜLKÜ DOĞAN

 

Managing Director – Wealth Management

 

Ülkü Doğan  is a Managing Director at Rockefeller Capital Management.

Previously, Ulku was a Financial Advisor at Wells Fargo Advisors. She and her team work closely with ultra-affluent individuals and families, seeking to help them streamline the complexities and capitalize on the opportunities of substantial wealth.

Prior to her time at Wells Fargo Advisors, Ulku was a wealth advisor at Union Bank, where she helped drive asset management growth through banking relationships. Before Union Bank, Ulku was a wealth advisor at Bank of America where she served ultra-affluent clients.

Ulku has been in financial services for 17 years. She is also involved in several nonprofit organizations.

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SONYA GONZALEZ

Private Wealth Management - Client Associate

 

Sonya Gonzalez joined The Khoshnevissan and Dogan Group of Rockefeller Capital Management as a Client Associate in 2020. She has over 10 years of experience in client services and is passionate about her team, her clients, and providing a client experience that instills confidence and fosters loyalty. Sonya manages the daily operational needs of her team to include onboarding new clients, money movement, and arranging meetings with clients and partners. Sonya is currently studying to take her Series 7 certification.

 

Sonya is a Livermore, California native and enjoys life in wine country with her Fiancé and their two Australian Shepherds. On Sundays, you can find the whole family sporting their Seahawks jerseys.

 

 

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