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
Harry Singh, Head of Strategy & Business Development
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
Interface Options
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
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.
Private Aviation
Private Health Advisory
Personal Security
Professional security for Rockefeller clients, provided by Clark International. Includes executive protection, travel protection, and threat management services, as well as security training and public information analysis.
Philanthropic Advisory
Personalized philanthropic planning and management through Rockefeller Philanthropy Advisors (RPA), a nonprofit that partners with individuals, families, and institutions to help make philanthropy more thoughtful and effective.
Global Rescue
Global Rescue pioneered the concept of worldwide field rescue and has served more than 1 million members. Their team of military special operations veterans, paramedics, physicians, and nurses is available to assist members at a moment’s notice, 24/7. Global Rescue’s intelligence team keeps members apprised of important events and trends in 200+ nations and principalities.
Virtual Specialty Care
Summus, a virtual specialty care platform, leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns. Rockefeller clients have access to a powerful specialist physician network and medical advisory team, available by phone or video within days and from anywhere in the world.
Elder Care
Homethrive is a unique benefit that can help with everything related to aging, elder care or special needs. With Homethrive, families get peace of mind and dedicated help at their fingertips.
Next Gen Advisory
Career and life coaching for emerging professionals, as well as health and wellness resources for young adults, delivered to Rockefeller clients through ProjectYou and PinnacleCare.
Art Advisory
A comprehensive, global services group for expert live and online auctions, art, jewelry, and other valuable collections through partnerships with The Fine Art Group and Christie’s.
Private Aviation
Private Health Advisory
Personal Security
Philanthropy Advisory
Global Rescue
Virtual Specialty Care
Elder Care
Next Gen Advisory
