Our Services

“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, President of Private Wealth Management and Co-Head of the Rockefeller Global Family Office​

  • Multigenerational Tax,Trust & Estate Planning
  • Client Accounting Group
  • Family Legacy & Governance
  • Rockefeller Trust Companies
  • Open architecture, customized investments across all asset classes
  • Investment Advisory
  • Private Banking & Lending
  • Proprietary Investments
  • Investment Banking expertise for Global Family Office clients
  • M&A
  • Transaction Structuring
  • Capital Market Advisory
  • 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
  • Intellectual capital built from pioneering global equity investing and ESG-integrated research nearly 30 years ago
  • 40-years of effective shareholder engagement that seeks to create value and catalyze positive change

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

We’re inspired that you’re here.