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 J. Randazzo, President, Private Wealth Management
- Multigenerational Tax,Trust & Estate Planning
- Client Accounting Group
- Family Legacy & Governance
Advisory - 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
