At The DBT Group, our mission is to partner with our clients and their families to develop a customized and comprehensive investment plan that enables them to preserve and grow their wealth. Our detailed planning approach allows us to be nimble and proactive, understanding that the needs and goals of our clients are ever evolving.
As a multigenerational team, we have built long standing relationships – garnished on honesty and integrity. It is important to highlight that education is a major key to our philosophy; it is vital that our clients understand our process and the value created when thinking about wealth as an opportunity.
Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and access to premier lifestyle advisory partners.
Boca Raton, FL 33486
“My goal as a Private Wealth Advisor has always been to keep the client at the center of everything we do. Our team truly cares about the well-being of our clients and is committed to excellence in all that we do for them.”
Marshall Duane, Managing Director, Private Wealth Advisor
At The DBT Group, our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive through seven generations and counting.
Customized Investment Strategy Design
We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.
Portfolio Management & Optimization
We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.
Investment, Tax & Legal Advisor Coordination
We work with your Tax Advisor to manage your investments in a tax-efficient manner and coordinate with your Attorneys to help plan your estate, structure business transactions, and manage charitable donations.
We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.
Cash Management, Optimization, & Access
We handle all cash activity and cash equivalents including loans, banking products, and mortgages.
Ongoing Monitoring & Performance Analytics
We provide you with a high level of transparency through advanced analytics and regular meetings with our team.
- Financial Accounting & Bookkeeping
- Trust & Estate Planning
- Tax Efficient Planning & Preparation
- Family Legacy & Governance Advisory
- Bill payment
- Philanthropy advisory
- Human Resources Services
- Cash flow and liquidity planning
- Next Gen Financial Education
- Aggregated Reporting
Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.
Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.
Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.
• Differentiated, independent advice for entrepreneurs and business owners
• Execution across private and public companies owned or operated by our clients
• Mergers, acquisitions, divestitures, capital raises
• Real estate advisory
• Sports franchise advisory
In much the same way as we have been fortunate to accompany our clients in their lifecycle journey, businesses, like people, go through their own lifecycle and, no different than any of us, are valuable in each of those various phases but for different reasons.
One common link we have all been bound by is the idea that the identification and ownership of great growth businesses is the best way to achieve investment success over long periods of time. Part of this success comes from knowing where in the business lifecycle a great company resides and understanding the risk/reward trade-offs based on these characteristics.
Our deep understanding of these characteristics inspires us to establish 3 discretionary equity investment strategies which correlate with the 3 main phases in the lifecycle of a business. We believe these equity strategies combined with our customized fixed income strategies are the ideal toolbox to provide quality asset allocation to any and all investors.
• Exclusive PWM Platform access to Alternative Investments such as Hedge Funds, Real Estate, private Equity and Direct Co-Investments.
Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program.
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients.
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.
• A total security solution tailored to each client and location, assessing their needs and goals.
Emergency Travel Services
• The world’s leading organization providing medical, security, evacuation, travel risk and crisis management services.
Individualized Charitable Planning Strategies
Legacy Giving Strategies
Efficient Strategies for Current Giving
Lifestyle Concierge Services
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