Our firm was built to help the Rockefeller Family across every aspect of their daily, business and philanthropic life. We draw on our firm’s work with the Rockefeller Family which spans seven generations to serve you and your family.
We work with privately-held, family owned businesses in the manufacturing, service, science and technology sectors along their entire business life cycle:
• We enable you to focus on your business, science or technology while we seek to ensure that your balance sheet is appropriately positioned and your wealth plan reflects your objectives.
• We can advise you and your family on the tax-efficient succession and transition of your business to the next generation or help position the company for growth or ultimate sale to a strategic or financial investor.
We work closely with Private Equity firms:
• Tax and estate planning related to partners’ carried interest;
• M&A sell-side in support of portfolio harvesting;
• Working with founders and management teams of portfolio companies on pre and post-acquisition planning for investment management and trust & estate planning.
We serve as a trusted ally to nonprofits, foundations, and endowments in our nation’s capital. Our service provides sophisticated, values-aligned investment management with tailored advice on planned giving, grant making, lending, and community outreach.
Suite 603
Washington, DC 20006
“We are a global family office that has served the Rockefeller family since 1882, and the story of the first family in family wealth is our blueprint.”
Timothy D. O’Hara, Co-President, Rockefeller Global Family Office
“When people ask me why I think the family has succeeded, I say that the family has chosen high-level advisors whom they totally trust, who are not just yes-men and -women but people who give their honest opinions.”
David Rockefeller, Jr.
MATTHEW PANARESE
TUAN NGUYEN
(484) 209-2033
JORDAN HAWKS
RACHAEL FERRARO
(484) 209-2045
RACHEL DUB
(484) 209-2039
ISAAC MARTIN
PARTH PATEL
(484) 209-2036
Our commitment to bringing expertise from multiple viewpoints is brought to the forefront when collaborating with the following individuals. The Rockefeller difference is the expertise we can bring to all aspects of your life.
TIMOTHY D. O’HARA
(212) 549-5360
JIMMY CHANG, CFA®
(212) 549-5218
TOM DAVIDSON
tdavidson@rockco.com
(302) 830-3720
CANDICE DIAL
(212) 549-5107
CHLOE DUANSHI
(212) 549-5374
ADRIENNE HART
ahart@rockco.com
(484) 209-2037
TIMOTHY LAFFEY
tlaffey@rockco.com
(484) 209-2062
ELISABETH "LISI" MADDEN
(212) 549-5413
ELIZABETH P. MUNSON
(212) 549-5400
JOSEPH ROBERTS
(484) 209-2043
BARRY WINTNER
bwintner@rockco.com
(212) 549-5287
GRACE YOON
(212) 549-5392
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.
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.
Customized Investment Strategy Design
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.
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
- 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
Rockefeller Asset Management serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.
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.
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