Our Services
Christopher Dupuy, Co-President, Rockefeller Global Family Office
- 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
- Active equity and fixed income strategies across fundamental, systematic, 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
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