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Welcome to the Rockefeller Global Family Office

The Maentz Machlovitch Group at Rockefeller Capital Management has spent nearly two decades focused on helping Native American Tribes and Alaskan Native Corporations (ANCs) construct and execute upon highly tailored financial plans. Our experienced team understands the unique needs of our clients and helps enable them to achieve their personal and professional objectives.

The Maentz Machlovitch Group also services high net worth individuals and families. We understand the complexities of wealth management, and our team is committed to establishing a financial plan that helps preserve wealth that has been amassed over many generations.

Being a part of Rockefeller enables our team to provide our clients with access to compelling investment solutions, cutting edge technology and family office management.

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.



10877 Wilshire Blvd
Suite 700
Los Angeles, CA 90024
“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries — and their families. Together, we view wealth not as a prize but as potential.”
Gregory J. Fleming

Our team is committed to providing detailed financial plans and highly tailored investment solutions, in order to assist our clients in achieving near, medium- and long-term wealth management goals.


Managing Director, Private Wealth Advisor


Managing Director, Private Wealth Advisor


Senior Vice President, Team Portfolio Manager


Associate Vice President, Senior Client Associate 

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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


Managing Director, Private Wealth Advisor 


Hans joined Rockefeller Capital Management in 2021. Prior to joining he spent over 10 years with Morgan Stanley Private Wealth Management. Hans began his Wall Street career at Lehman Brothers Private Client services in 2001.

For over a decade, he has focused on asset allocation solutions and institutional investment management. Hans earned an MBA in Finance & Portfolio Management from University of Southern California Marshall School of Business and a BA in English from Cornell University. He was President of the Sphinx Head Society at Cornell University and was inducted into the Beta Gamma Sigma International Honor Society for his work at USC. He was the Director of Major Gifts for The Hill School in Pennsylvania before attending graduate school and is currently a member of The Hill School Board of Trustees and Investment Committee.

Hans lives in Cornell, CA, and Park City, UT with his wife and two children.

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Managing Director , Private Wealth Advisor


Bern joined Rockefeller Capital Management in 2021. Prior to joining he spent over 10 years at Morgan Stanley Private Wealth Management. He began his career on Wall Street in 2001 at Lehman Brothers Private Client Services. For over a decade, he has focused on asset allocation solutions and institutional investment management.

Bern earned an MBA in Finance & Portfolio Management from University of Southern California Marshall School of Business, a graduate degree (DSA) in Sports and Entertainment Management from Concordia University, and a BA in Political Science from McGill University. He was a Managing Director at Lifestyle Marketing Group, a division of Cox Communications, Inc. prior to attending graduate schools. At Lifestyle Marketing Group he advised Fortune 500 companies in naming rights valuations, sports sponsorship metrics and athlete endorsements.

He lives in Calabasas, CA with his wife and two children.

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Senior Vice President, Team Portfolio Manager


Prior to joining Rockefeller, Ben was a Vice President in the Private Wealth Management division of Morgan Stanley for seven years. He also served as a Director in the Private Banking (USA) division of Credit Suisse from 2008 to 2013 and was a Vice President in the Private Investment Management division of Lehman Brothers from 2004 to 2008. Ben began his Wall Street career at Oscar Capital Management in 2001.

He earned an MBA in finance from the Anderson School of Management at UCLA and a BA in Economics from Westmont College. Ben is a CFA Charterholder and a member of the CFA Society of Los Angeles. He is a supporter of UCLA’s Jonsson Cancer Center Foundation and the British Columbia Cancer Foundation.

Ben lives with his wife and two sons in Rolling Hills, CA.

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Associate Vice President, Senior Client Associate 


Joe Contreras has over 13 years of financial services experience and provides a wide range of client services, including skilled operational and transactional assistance. He focuses on cash flow management and assists with securities trading such as stocks, bonds, mutual funds and exchange-traded funds. While at his previous firms, Joe effectively collaborated with management to onboard new Financial Advisor teams and has a successful history of training new employees and spearheading firm initiatives.

Joe graduated from the University of Texas, El Paso in 2002 with a B.A. in Business Administration and attended an International Marketing and Management study abroad program at Institut d’Economie Scientifique Et de Gestion in Lille, France. He is a descendant of the Tepehuan tribe, is fluent in Spanish and speaks conversational French.

Joe is actively involved in Los Angeles-based charitable fundraising and community organizations such as the Trevor Project, Project Angelfood, and Outfest Los Angeles.  Joe is also a Global Diversity and Inclusion Award recipient.

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