Solutions for Every Part of Your Financial Life

Solutions Tailored to You

Investment Advisory

Wealth Strategy

Empowering your decision making with expert guidance

Family Office Solutions

Seamless financial management for your family and your future

Strategic Client Solutions

Convening our network to deliver a full suite of financial solutions

Trustee Services

Ensuring stability for today and your family’s future

Philanthropic Advisory

Helping you invest in your community intelligently

Lifestyle Advisory

Uniquely Rockefeller guidance and experiences for the everyday to the once-in-a-lifetime.

Solutions Tailored to You

Bespoke investment strategies aligned to whatever your financial objectives may be. Our clients gain access to a sophisticated open-architecture platform of traditional and alternative investments across all major asset classes in addition to select private investment opportunities.

Wealth Strategy

As an extension of your team, we review your full financial picture, and connect you to the firm’s broader resources to create an unbroken chain of objective, holistic and relevant advice.

  • Wealth Advisory
  • Estate Planning
  • Insurance Advisory
  • Tax Planning
  • Philanthropy
  • Wealth Transfer

Family Office Solutions

Led by your private advisor, your dedicated team can help with everything from managing day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey.

  • Bill Concierge
  • Tax Preparation and Filing
  • Bespoke Financial Reporting
  • Human Capital Services
  • Foundation Administration
  • High Touch Comprehensive Advisory Services

Strategic Client Solutions

A comprehensive suite of solutions for holistic financial planning – for individuals and institutions.

  • Banking and Lending Services
  • Retirement Plan Products and Services
  • Insurance and Annuity Solutions

Trustee Services

Our comprehensive services cater to various trusts, including dynasty trusts, annual exclusion gift trusts, and revocable trusts. We offer general fiduciary oversight, day-to-day account management, comprehensive account reviews with our expert team, as well as assistance with implementing distributions and bill-pay services.

  • Sole Trustee
  • Successor Trustee
  • Co-Trustee
  • Agent for Trustee
  • Directed and Administrative Trustee

Philanthropic Advisory

We think not only about your needs for today and tomorrow, but about your passions and the life you want to lead, and the legacy you want to leave behind for yourself and your family.

  • Charitable Planning
  • Donor Advised Funds vs. Private Foundations
  • Multigenerational Engagement

Lifestyle Advisory

Through our curated Rockefeller Lifestyle Advisory partners, we provide our clients with access to exclusive experiences, and concierge services so you can focus on the people and passions that matter most to you.

  • Once in a Lifetime Experiences
  • Unique Travel Experiences
  • Purpose-Driven Wine Platform
  • Cyber Security
  • Private Health Advisory
  • Personal Security
  • Virtual Specialty Care
  • Elder Care
  • Emergency Travel Services
  • Next Gen and Career Transition Advisory
  • Art Advisory
  • Private Aviation

Meet Our Team

The wealth management industry has evolved to serve some of the needs of the greatest number of clients possible. At the Rockefeller Global Family Office, we believe in serving all the needs of a select group of families. Built on a platform that has served the Rockefeller family for seven generations, our special ecosystem gives our clients power to thrive for themselves, their families and in service to their broader communities.

Nick Paget, CFP®, CPM®

Private Advisor, Managing Director

Forrest St. John Kim, CFP®

Private Advisor, Vice President

Nicole Schafer, CFP®, CLTC®

Private Advisor, Senior Financial Planner

Karen Henderson

Team Operations Manager, Associate Vice President

Ha Nguyen, CFP®

Client Associate

Jimmy C. Chang, CFA®

Chief Investment Officer, Rockefeller Global Family Office

Chloe Duanshi, CFA®

Head of Investment Research & Strategy

Jackie Klaber

Head of Alternative Investments

Ryan C. Coulson, J.D., LL.M

Senior Wealth Strategist, Senior Vice President

Michael P. Misciagna

Head of RGFO Investment Banking Coverage

Adrienne Hart

Head of Philanthropy

Paul Granite

Senior Vice President, Lending Advisor

Grace Yoon

Head of Strategic Partnerships & Community Impact

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