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Welcome to the Rockefeller Global Family Office

At The Martí 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 Los Angeles, The The Martí 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.


(424) 600-7930

2000 Avenue of the Stars
Suite 530-N
Los Angeles, CA 90067

“I meet clients where they are. I come to every meeting with a blank sheet of paper. I am most passionate about identifying point A and creating a plan to get you to point B.”

Pedro Martí, Private Advisor, Managing Director

At The Martí 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.


Private Advisor, Managing Director


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.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

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
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
Rockefeller Insights
Load More


Private Advisor, Managing Director 


Pedro Martí is a Private Advisor and Managing Director with Rockefeller Capital in Los Angeles, California. Pedro and his team develop customized wealth management solutions for high net worth individuals, households, and foundations. After understanding his clients’ financial situation, objectives, values, and family dynamics, Pedro collaborates with specialists to design financial strategies to help clients pursue their short and long term goals. With a passion for people and a love for numbers, Pedro focuses on wealth preservation and creates unique solutions for each family he works with.

Prior to joining Rockefeller, Pedro was a Managing Director and Senior Financial Advisor for Wells Fargo. Growing up, Pedro started washing cars at his family’s car dealerships, worked in the parts department, and eventually joined sales where he built his people skills interacting with customers. Pedro went on to serve as an analyst in Wells Fargo’s Corporate Development team where he advised senior leadership on Mergers & Acquisitions and served as the Chief of Staff for the firm’s COO. Pedro additionally was a member of the Summer Associate Goldman Sachs Sales & Trading Program and developed and implemented a professional development training program for Wells Fargo in the LA Metro Region. Pedro also established a family office in San Juan, Puerto Rico inclusive of Asset Allocation, Real Estate Development, Private Equity, Structured Products, and Education practices to help wealthy families develop and preserve their legacies.

Pedro earned his MBA at the Stanford Graduate School of business and his BBA from the Emory Goizueta School of Business with concentrations in Finance, Entrepreneurship, Human Resource Management, and Financial Services. He stays involved in his community as a Board Member of the Biller Family Foundation, Para Los Niños, Children’s Burn Foundation, & March to the Top Africa. Pedro and his wife also underwrite scholarships for his alma mater in Puerto Rico, Colegio San Ignacio and actively support Children’s Hospital LA, UCLA Health, Teen Cancer America, Union Rescue Mission, Amanecer Counseling Services, and the Alliance for College-Ready Public Schools. Pedro and his family have a passion for service to others and currently reside in the Pacific Palisades in Los Angeles.

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Senior Client Associate


Loreen Washburn is a Senior Client Associate with Rockefeller Capital in Los Angeles, California. Loreen has worked on both the buy side and sell side of the markets. She has experience trading institutional accounts for Navellier & Associates and served as a key support liaison for the brokers, vendors and clients at Heflin & Co. Prior to joining Rockefeller, Loreen gained extensive experience as a Senior Client Associate with Wells Fargo Advisors. She is serving in the same capacity at Rockefeller Capital Management where she is an important member of The Martí Group.

Loreen has received her Bachelor of Science in Business Administration at Sierra Nevada College, has her Series 7, Series 63 registrations and insurance license. She brings the team over 20 years’ experience in the financial industry. She was born and raised in Ventura, CA and currently resides in Redondo Beach with her husband and children. She enjoys watching her children compete in their many sports.

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Chris is responsible for capital markets and security analysis, portfolio review and analysis, and portfolio modeling.  He has earned recognition for his analytic work on business cases from both AT&T and Equilar, as well as a first place award from the Sacramento Entrepreneurship Academy, where he was a fellow in their business development program. 

Chris comes to Rockefeller from The Sterling Group where he served as an Investment Analyst; prior to that, he worked at Oppenheimer as a junior research analyst and then at Morgan Stanley.  In addition to his undergraduate degrees in Economics and Statistics from the University of California at Davis, he passed all three levels of the Chartered Financial Analyst program.

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