For current perspectives on the businesses, investors, and the financial markets click here.

Welcome to the Rockefeller Global Family Office


We are inspired that you are here.

At The Quackenbush Panetti Group our mission is to serve you and your family with empathy and mutual trust. As your partner, we absorb the complex details around wealth objectives that may be at odds with each other and return simplicity in the form of an implementable plan. We are firmly grounded in client goals and more telling, results.

Our story is unique. Shirley Quackenbush and Robert Panetti have been serving clients as partners for over a decade, but from the perspective of different firms. Our team uses a multi-disciplinary wealth management process that we have honed over many years.

Prior to joining Rockefeller, Shirley built her career over 35 years as a Private Wealth Advisor at Merrill Lynch, JP Morgan and Hambrecht & Quist. She has been widely recognized as a top Private Wealth Advisor in the Nation and in California by Forbes and other organizations. Shirley has a deep understanding that wealth is defined by more than a balance sheet, rather, it encompasses the people and outcomes that clients deem most important.

Robert is a CFA Charterholder and was a Managing Director and Portfolio Manager with BlackRock, the largest global asset manager. While at BlackRock, Robert worked closely with Shirley for over a decade to construct risk-aware and tax-aware portfolios for clients that were informed by leading edge investment thought leadership and risk management.

Together we bring a perspective that brings the best of wealth management advisory with the best investment management thought leadership under one roof. Furthermore, 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 throughout seven generations and counting.

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.

We invite you to meet with us to discuss what is important to you.



23 Corporate Plaze Drive
Suite 246
Newport Beach, CA 92660

“We realize that significant wealth requires anticipation, coordination, and relentless follow through; we make it our business to provide all three.”

Shirley Quackenbush, CPWA®, Managing Director, Private Wealth Advisor

Our team members not only have several years of experience within the broader financial services industry, but have also excelled in a diverse set of industry sub-verticals such as investment banking and portfolio management, giving us several lenses through which we can analyze each individual client’s needs.  


Managing Director, Private Wealth Advisor
(949) 736-5970


Managing Director, Private Wealth Advisor 
(949) 736-5971


Chief Operating Officer 
(949) 736-5972

Request an Introduction

Please complete the form below. Fields marked with an asterisk (*) are required. You will be contacted shortly. We will not distribute any of your personal information that is submitted on our site. This includes your email address, postal address, phone number, and any other personal data.

preferred method of contact*

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

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

Concierge Healthcare
• 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.

Our Ideas
Uniquely Rockefeller Special Client Event – Navigating Volatility in the Markets
Uniquely Rockefeller Special Client Event – Navigating Volatility in the Markets
A Conversation with Avery Sheffield, Co-Founder & CIO of VantageRock at Rockefeller Asset Management, Dr. Ankur Crawford, EVP & Portfolio Manager at Alger, and Nick Davidoff, Founder & CIO at Entrada Management
Climate Change: The Mega Trend Reshaping Economies and Markets
Climate Change: The Mega Trend Reshaping Economies and Markets
Casey Clark, Deputy CIO and Global Head of ESG Investments, discusses how climate change is transforming economies and markets, creating long-term opportunities for companies delivering products or services that help reduce greenhouse gas emissions and adapt to a changing climate.
The Cobra Effect
The Cobra Effect
A dovish Fed trying to sound hawkish
Load More