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The Moore Langhorst Group

Welcome to the Rockefeller Global Family Office

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At The Moore Langhorst 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 Dallas, The Moore Langhorst 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.

We’re inspired that you’re here.

THE MOORE LANGHORST GROUP

972-761-5000

300 Crescent Court
Suite 1450
Dallas, TX 75201

“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

At The Moore Langhorst 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.

MATTHEW LANGHORST CFP®,CIMA®, CPWA®, CEPA

Private Advisor, Managing Director
MLanghorst@rockco.com
972-761-5051
Biography +

SHAWN D. MOORE, CPM®, CFP®

Private Advisor, Managing Director
SMoore@rockco.com
972-761-5071
Biography +

REBECCA D. HALLMAN

Senior Client Associate
RHallman@rockco.com
972-761-5052

EMILY H. LUMLEY

Senior Client Associate, Associate
ELumley@rockco.com
972-761-5074

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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.

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.

“It is important that our clients know how much we deeply care about them and their financial future. Being a part of Rockefeller allows us to continue to put our client’s needs first.”
Matthew Langhorst, Private Advisor, Managing Director
“We pride ourselves on putting clients at the center of our entire business model so that we may deliver valuable, constructive and differentiated financial solutions.”
Shawn D. Moore, CPM®, CFP, Private Advisor, Managing Director
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
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News
Business Wire - April 3, 2023
IGM Financial, a Member of the Power Corporation Group of Companies, Making Long-Term Strategic Investment in Rockefeller Capital Management; Becomes Shareholder Alongside Majority Investor Viking Global Investors
Business Wire - January, 13 2023
Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
Business Wire - November 4, 2022
Rockefeller Capital Management Welcomes The Maxwell Group, of The Woodlands, TX, to its Rockefeller Global Family Office
Business Wire - October 20, 2022
Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships
Business Wire - October 7, 2022
Rockefeller Capital Management Welcomes the Mooney Stanley Group, of Pepper Pike, OH, to its Rockefeller Global Family Office – Expanding Presence in Midwest
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC);Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government agency.

Investing involves risk, including the possible loss of principal. Past Performance is no guarantee of future results and no investment or financial planning strategy guarantees profit or protection.

Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
MATTHEW LANGHORST, CFP®, CIMA®, CPWA®, CEPA

MATTHEW LANGHORST, CFP®, CIMA®, CPWA®, CEPA

Private Advisor, Managing Director

 

An industry veteran since 2000, Matt is the senior member and founder of Langhorst Wealth Management. Matt joined Rockefeller in May of 2022. He began his career as a Financial Advisor with Morgan Stanley in Chicago, and in 2004 moved to UBS to work in the Dallas-Fort Worth market.

As a dedicated Advisor, Matt is a CERTIFIED FINANCIAL PLANNER™ and works closely with clients, overseeing and tailoring portfolios to clients' needs. He has years of experience in selecting top institutional money managers, as well as customizing equity and exchange traded fund models. Matt is uniquely qualified to provide a comprehensive evaluation on a wide range of financial needs, with customized solutions to position his clients for financial success. He has a carefully selected team of professionals who have a broad base of skills to deliver a fully integrated wealth management plan.

Matt is a graduate of Drake University with a Bachelor of Arts Degree and also holds the Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. Matt also hold his Certified Private Wealth Advisor® certification from Chicago Booth School of Business – a certification focused on analyzing and developing strategies for the unique challenges high-net-worth individuals face. Matt is also a Certified Exit Planning Advisor. He maintains his Series 7, 31, 63, and 65 securities licenses.

Matt is a member of the Investment Management Consultants Association. Matt has two wonderful children.

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REBECCA D. HALLMAN

REBECCA D. HALLMAN

Senior Client Associate, Associate Vice President

 

Rebecca joined Rockefeller in May of 2022. She began her career with UBS in 2015 as a Client Service Associate.  She works closely with clients in an operational capacity. Rebecca is currently working on a B.A. in business finance from University of Texas at Dallas.

Rebecca is a member of Rockwall & Brinn Church of Christ and enjoys spending time with friends and family.

 

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SHAWN D. MOORE, CPM®, CFP®

SHAWN D. MOORE, CPM®, CFP®

Private Advisor, Managing Director

 

Shawn D. Moore is a Private Advisor, Managing Director at The Moore Langhorst Group. Shawn began his career in wealth management in 2006 and has a passion for working closely with high net individuals and multigenerational families to develop customized financial plans. He remains committed to helping clients achieve their goals, which often entails financing a major acquisition, planning for a successful retirement and minimizing taxes through asset management strategies.

Shawn graduated from the University of North Texas with a B.S. degree in Business and Information Systems. He began his career at BSG as a technology consultant. He then joined Entercon International, a start-up that became e2i, a global IT firm. While there he managed IT projects of multinational corporations in North America and Europe. Shawn left the IT industry in 2005 to join his mom at Morgan Stanley and form The Moore Group. As a team they work to enable their clients to achieve their personal and financial goals.

His background in Technology has allowed him to build a practice that is in line with the fast-paced global economy we live in. He has extensive experience in retirement planning, investment selection and estate planning strategies. Shawn earned the distinguished CERTIFIED FINANCIAL PLANNER (CFP) designation from the College for Financial Planning in 2009. He also achieved the Certified Portfolio Manager (CPM) credential from Columbia University in 2016.

Shawn, originally from Dallas, splits his time between Dallas and Denver, where he now lives with his wife and two sons. Shawn enjoys camping, hiking and winter sports with his family.

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EMILY H. LUMLEY

EMILY H. LUMLEY

Senior Client Associate, Associate

 

Emily joined Rockefeller in 2020. Prior to that she spent 15 years at Merrill Lynch Wealth Management where she worked as a Client Associate until becoming a Registered Senior Client Associate. Emily prides herself on being a mentor and a coach to her peers and values personal development. Joining the Moore Group at Rockefeller her goal is to continue to provide exemplary service.

Emily resides in Plano, Texas with her husband, Scott, and her 3 dogs. Outside of the office she enjoys entertaining family and friends, being outdoors and traveling.

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