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Welcome to the Rockefeller Global Family Office

At White & Kramer Wealth Partners, we understand the power of building long standing and trusted relationships with clients. The foundation of our business is built upon several key principles – such as trust, transparency, and a focus on maintaining wealth today and growing it for future generations.

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. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.

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.



2000 Avenue of the Stars
Suite 530-N
Los Angeles, CA 90067

Our team is committed to a high level of customer service in providing comprehensive financial planning solutions for a highly diverse client base.


Private Advisor, Managing Director


Private Advisor, Senior Vice President


Client Associate, Associate


Client Associate, Analyst

From distinguished leadership, best-in-class advisors, accomplished market experts, and exceptional specialists, our mission is to serve you and your family. We serve as trusted advisors, confidantes, and counselors, helping you navigate toward your goals regardless of global market or geopolitical conditions.


Co-President, Rockefeller Global Family Office


Chief Wealth Strategist


Chief Investment Officer, Rockefeller Global Family Office


Head of Investment Research & Strategy, Rockefeller Global Family Office


Co-President, Rockefeller Strategic Advisory


Head of Fiduciary Services, Rockefeller Global Family Office


Head of Tax Policy & Research


Head of Opportunistic Investing

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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.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

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
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
Rockefeller Insights
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Private Advisor, Managing Director 


Steve joined Rockefeller in 2021 and has been providing financial guidance to clients for over twenty-three years. In addition to his most recent role with UBS, Steve has also worked at Lehman Brothers and Deutsche Bank. Steve focuses his practice on wealth management, growth & preservation, helping his clients to maintain and build upon what they’ve worked so hard to create. To that end, Steve works closely with clients to understand what is important to them and their families, and to establish lasting relationships built upon trust and transparency. Prior to entering the financial industry Steve owned his own business for eight years.

Steve is a graduate of Stanford University where, as a scholarship athlete, he competed for four years as a member of the University’s golf team. A lifetime as a competitive golfer has equipped Steve with life lessons that guide and inspire his approach to his work with clients, including humility, perseverance, performance under pressure and, above all, commitment. Steve continues to enjoy playing golf at a competitive level. Most importantly, Steve is the proud father of four kids.

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Private Advisor, Senior Vice PResident 


Kevin joined Rockefeller in 2021 and has more than twenty-five years of industry experience. Kevin has also held advisor roles with UBS, Lehman Brothers, and JP Morgan Chase. Kevin focuses on working closely with his clients and their families to develop long-term plans that help assist them in the pursuit of their near-term and long-term goals. He places a high priority on establishing lasting relationships with clients, and assisting them in creating peace of mind regarding their financial future.

Kevin holds a bachelor’s degree in accountancy from Villanova University. Along with his wife Cathy and their two children, Kevin enjoys fishing, camping and snowboarding.

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Co-President Rockefeller Global Family Office


Timothy D. O’Hara is Co-President of the Rockefeller Global Family Office. He is a member of the firm’s Management Committee.

In his role, Tim partners with Private Advisers in the coverage of ultra-high-net-worth clients and prospective clients through an expansive offering of investment, tax and estate planning, strategic advisory, and trustee services, as well as strategic partnerships providing risk management and lifestyle advisory services. Tim is a leader in driving growth in this client segment and also serves as the firm’s senior-most relationship manager with members of the Rockefeller Family. He also focuses on opportunities to bring RIAs and Private Advisors into the firm. 

Prior to joining Rockefeller in 2018, Tim was President and CEO of Ayco, joining in 1996 as a client advisor in the Ayco Family Office. At the company, he had served as Head of the Ayco Family Office and Executive Vice President of the Asset Management, Insurance, and Finance divisions.

Tim earned his bachelor’s degree in Accounting from Le Moyne College and his J.D. from Albany Law School. He is a Certified Public Accountant.

Tim serves as a Trustee of Albany Law School, a member of the Board of Advisors of Madden School of Business at Le Moyne College, an advisor of GCM Ventures, LLC, and a member of the Board of GreenSlate.

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Head of Investment Research & Strategy, Rockefeller Global Family Office


Chloe Duanshi is a Managing Director and the Head of Investment Research & Strategy for the Rockefeller Global Family Office. She is a member of the firm’s Management Committee.

As the Head of Investment Research & Strategy, Chloe is responsible for developing broad capital market outlook across asset classes as well as designing strategic and tactical asset allocation guidance for the Rockefeller Global Family Office. Chloe is also focused on working with clients to construct bespoke, institutional-caliber portfolios with traditional and alternative investment solutions, utilizing proprietary portfolio construction techniques that seek to identify and capture a diversified collection of unique, fundamental return drivers.

Before joining Rockefeller, Chloe was a cross-asset strategist at Morgan Stanley, where she specialized in asset allocation and portfolio construction for ultra-high net worth individuals, single family offices, endowments, and foundations. Prior to that, Chloe spent a number of years at BNP Paribas in equities and commodities derivatives.

Chloe received her B.S. degree, magna cum laude, from the Sibley School of Mechanical & Aerospace Engineering at Cornell University and M.A. degree in Mathematics from Columbia University. Chloe is a CFA® charterholder.

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Head of Tax Policy & Research, SVP


Timothy Laffey is Head of Tax Policy & Research within the Global Family Office at Rockefeller Capital Management. In his role, Tim partners with colleagues across the organization in strategically advising clients with executive compensation, private equity, and multi-state taxation issues, as well as guide them through the implications of tax regulations while advising on tax strategies. He is also responsible for supporting our Family Office tax teams as well as setting tax policy for the Family Office.

Prior to joining Rockefeller, Tim was a Senior Vice President and Senior Wealth Planner in Wells Fargo Private Bank’s Regional Wealth Planning group and was a practicing attorney in the Personal Law group of Morgan, Lewis & Bockius. He has spent his entire career counseling and advising ultra-high net worth clients in all aspects of income, estate, gift and generation-skipping transfer tax planning, as well as business succession and philanthropic planning. Tim started his career in the Private Client Advisors group of Deloitte Tax.

Tim earned his accounting degree from the University of Scranton, magna cum laude, and his J.D. and Masters of Law in Taxation from Villanova University School of Law. He is licensed to practice law in Pennsylvania and New Jersey.

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Chief Wealth Strategist, SVP


Jason R. Thompson is a Senior Vice President and Chief Wealth Strategist at Rockefeller Capital Management. Prior to joining Rockefeller Capital, Jason worked at Wells Fargo Private Bank in both the Philadelphia and Los Angeles offices. He started his career at PriceWaterhouseCoopers in their National Tax Services office in Washington, D.C. Jason has spent his career advising a select group of wealthy families on estate and gift taxes, philanthropy, business succession, and wealth preservation.  

Jason earned his B.A. in Political Science from DePaul University, J.D. from Syracuse University College of Law, and LL.M. in Tax from Villanova University School of Law. His memberships include the Philadelphia Estate Planning Council, United States Tax Court, and American Bar Association.  

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Co-President, Rockefeller Strategic Advisory


Jim Ratigan is a Managing Director and Co-President of Rockefeller Strategic Advisory. He is a member of the firm’s Management Committee.

In his role, Jim is a strategic adviser to senior executives and Boards of Directors of private and public businesses as well as acting as adviser and counselor to family owned businesses. In addition to his advisory work, Jim serves as a Managing Partner within the Executive Leadership Committee for Strategic Advisory, a group responsible for managing the day-to-day operations of Strategic Advisory and developing the longer-term strategic direction for the business.

Prior to joining Rockefeller, Jim served as a Senior Managing Director and Head of Mergers and Acquisitions (M&A) at SVB Leerink. He spent the first eighteen years of his career in the M&A group at Merrill Lynch before joining Deutsche Bank, where he was a member of the Global M&A Leadership team, serving as a Senior Managing Director and Head of Americas M&A.

Jim holds a Bachelor’s degree in Economics from Brown University.

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Head of Fiduciary Services 


Elisabeth “Lisi” Madden is a Managing Director and Head of Fiduciary Services at Rockefeller Capital Management. She is a member of the firm's Management Committee.

Prior to joining the Rockefeller Trust Company, Lisi was an associate with Milbank LLP for seven years, focusing on estate planning and administration of trusts and estates. Lisi holds a B.A. from the University of Pennsylvania and a M.Sc. from the London School of Economics. She also holds a J.D. from Vanderbilt University Law School and an Advanced Certificate in the field of Estate Planning from New York University School of Law. Lisi is a member of the New York State Bar Association.

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Head of Opportunistic Investing


Jackie C. Klaber is a Managing Director and the Head of Opportunistic Investing at Rockefeller Capital Management. She is a member of the Management Committee, the New Products Committee, the Manager Selection Committee, and the Rockefeller Capital NextGen Leadership Council. Jackie is responsible for sourcing and structuring differentiated alternative investment opportunities for the firm’s clients.

Jackie previously worked at Goldman Sachs & Co. in the Alternative Investments & Manager Selection division, where she was responsible for sourcing and diligencing a range of alternative investments over time, including in hedge funds, private equity, and credit. Jackie also served as a Business Unit Manager and as a Member of the Data Science Committee.

From 2012-2014, Jackie worked at Citigroup with the management team of the Investment Banking division. Prior to these roles, she graduated from Yale Law School / Yale School of Management, where she completed a J.D./M.B.A. and served as an editor of The Yale Law Journal. She has experience at the U.S. Department of the Treasury, Covington & Burling LLP, and the Yale Investments Office.

Jackie received a bachelor’s degree from Yale College and a master’s degree from Columbia University. She is a member of the New York State Bar Association and the Brookings Council as well as a Term Member at the Council on Foreign Relations. She serves on the Board of the Yale Law School Fund.

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Chief Investment Officer, Rockefeller Global Family Office


Jimmy C. Chang, CFA®, is the Chief Investment Officer of the Rockefeller Global Family Office. He is a member of the firm’s Management Committee and is a Chartered Financial Analyst®.

Jimmy has spent more than 18 years with Rockefeller. Prior to becoming the Chief Investment Officer in 2020, Jimmy was the Chief Investment Strategist and a Senior Portfolio Manager at Rockefeller Asset Management, where he co-managed several equity strategies and had oversight of the Fixed Income group.

Before joining Rockefeller in 2004, Jimmy was a Senior Vice President, Chief Technology Strategist, and Senior Technology Analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. He previously served as a Senior Marketing Representative and an Advisory Systems Engineer at International Business Machines Corporation (IBM) from 1985 to 1994, where he was responsible for client relationship management, business volume, and profit attainments at major international financial services and banking accounts.

Jimmy earned an M.B.A. in Finance/International Business from New York University and a B.S. (summa cum laude) in Electrical Engineering from The Cooper Union.

He is a member of the Tau Beta Pi National Engineering Honor Society. He serves on the Investment Committee of the Foundation for Contemporary Arts.

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