The Client Experience
You walk a high road. The questions you seek to answer on behalf of your family are not ordinary. Potential abounds. Opportunities appear endless. But today is more complex than yesterday, and all paths forward are not equal.
Welcome to Rockefeller Capital Management.
Your experience here will be uncommon. Your family will benefit for generations to come.
Uncommon Investment Opportunities
Rose Lee, Head of Investment Solutions
The new state-of-the-Art online and mobile Client Portal makes it easier, more secure, and more efficient to view your account information and engage with your Rockefeller team.
Seamless | Secure | Collaborative |Personalized | Intuitive
A Comprehensive Experience
Modern Identity & Access Management
Knowing who you are and giving you (and only you) access to what you need.
Interface Options
A flexible user interface gives you control over your viewing experience, for increased readability by daypart or personal preference.
Seamless Mobility
Intuitive, personalized, and adaptive to allow you to access your information and manage your accounts whenever you want, wherever you want.
State-of-the-Art Collaboration Site
Enables centralization of documents and secure, rich collaboration with your network of trusted advisors, from your Rockefeller Private Wealth team to attorneys and accountants.
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.
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 Advisory
Art Advisory
Private Aviation
We work with an independent private aviation advisory firm to offer Rockefeller clients personalized strategies for managing aviation portfolios, proprietary market intelligence, and oversight of costs, risks, logistics, and safety in private air travel.
Separately available to our clients is a “flight desk,” a partner offering advice and service for the specific travel needs of your family and business.
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 Advisory
Art Advisory
Private Aviation
Request an Introduction
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.