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THE LOW GROUP

Welcome to the Rockefeller Global Family Office

At The Low Group we pride ourselves on providing financial guidance to our clients, especially as they navigate meaningful life changes and ever evolving market conditions. Our relationship with our clients is what we value the most and we take the time necessary to cultivate strong relationships that may serve as the foundation for our client’s wealth management strategy.

In forming personal relationships with clients, we position ourselves to understand their financial planning objectives which allows us to curate solutions to preserve wealth today and grow it for future generations.

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 advisor partners.

THE LOW GROUP 

248-833-6672

135 N. Old Woodward
Suite 200
Birmingham, MI 48009

“Our team works in a collaborative fashion internally and as a trusted thought partner to our clients to formulate wealth management plans aimed at preserving and growing wealth.”  

 

John Low, CEPA, CRPC®, Managing Director, Private Wealth Advisor

Our team is devoted to keeping our clients at the center of everything we do. We are a team who builds relationships substantiated by open communication, trust, and transparency.

JOHN LOW, CEPA, CRPC®

Managing Director, Private Wealth Advisor
JLow@rockco.com 
248-833-6670

KRISTEN PALAZETI, CEPA

Vice President, Private Wealth Advisor
KPalazeti@rockco.com 
248-833-6671

JENNIFER BYRNE

Vice President, Client Relationship Manager
Jen.Byrne@rockco.com
248-833-6672

TORI TORANGO

Client Associate
TTorango@rockco.com
248-833-6673

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A leading private wealth practice...
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 CPA 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.

Risk Management

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.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

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

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

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
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• 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.

Art Advisory
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

Our Ideas
Policy Risks Galore
Policy Risks Galore
No more financial sedatives; bye-bye, TINA
Everest is Not the Tallest Mountain
Everest is Not the Tallest Mountain
Each economic cycle has its own unique characteristics that make forecasting and market timing so difficult. In this quarter’s edition of Global Foresight, we examine why investors should rethink how they measure inflation and economic growth. The issue also explores some of the more forward-looking indicators that should become increasingly utilized by investors to monitor the health and prospects of the economy.
The Big Heist
The Big Heist
Crypto woes; a black swan fait accompli
Load More
JOHN LOW, CEPA, CRPC®

JOHN LOW, CEPA, CRPC®

Managing Director, Private Wealth Advisor 

 

John graduated from Michigan State University with a B.A. in marketing and attended the Eli Broad School of Business. He began his career in the financial services industry as an investment professional in 1995. He brings experience in asset management, wealth transfer, portfolio design and implementation, liability/debt structuring and retirement income replacement strategies. He and his wife reside in Bloomfield Hills with their son and two daughters. He is a member of the Detroit Athletic club, the Huntsman Club and Pine Lake Country Club. His philanthropic activity includes actively supporting the Fallen Warrior Fund and Evan Scholar Program.

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KRISTEN PALAZETI, CEPA

KRISTEN PALAZETI, CEPA

Vice President, Private Wealth Advisor

 

Kristen has a passion for working with individuals with recent life changes in need or tailored guidance and attention, such as those who are going through family changes. Prior to beginning her career in the financial services industry, she had an extensive career in the automotive industry working in Strategic Planning and Business Development. Kristen utilizes her professional background and knowledge to help clients communicate their wants and need and help them develop a plan that is designed to build and preserve wealth.

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JENNIFER BYRNE

JENNIFER BYRNE

Vice President, Client Relationship Manager 

 

Jennifer graduated from Oakland University and earned her MBA from Wayne State University. She has been a part of The Low Group since 2012. Jennifer has spent many years working in corporate finance as well as her family’s business. She works closely with each client and helps ensure they receive a personal and customized experience. She and her husband currently live in Birmingham with their four children. She is involved with fundraising at her children’s school and is a member of the financial council at her local church.

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TORI TORANGO

TORI TORANGO

Client Associate 

 

Tori has over 10 years of experience as an Executive Assistant supporting C-Suite Executive’s and their teams. She has a background in corporate administration, finance, operations, events, and project management. Tori is committed to utilizing her background and knowledge to provide a tailored experience.

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