Why Rockefeller?

“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries – and their families. Together, we view wealth not as a prize but as potential.”
Gregory J. Fleming, President and CEO
Our Legacy

Our global family office has served the Rockefeller family since 1882. The 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.

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Our Vision
To be trusted advisors in navigating the complexities of families and wealth. To be singularly dedicated to tailoring our services around our clients and their dynamic family needs.

This is why we’re here.

Our Vision
To be trusted advisors in navigating the complexities of families and wealth. To be singularly dedicated to tailoring our services around our clients and their dynamic family needs.

This is why we’re here.

Our Team

From our leadership team to our individual advisors and specialists, our mission is to serve you and your family. We are confidantes, counselors and navigators, dedicated to managing the complexities of family and wealth.

“When people ask me why I think the family has succeeded, I say that the family has chosen to have high-level advisors whom they totally trust and who are not just yes-men and -women but you know give their honest opinions.” – David Rockefeller, Jr.

Our Mission
We are a premier financial advisory firm that aspires to redefine and elevate the financial services experience through unparalleled client service and a commitment to excellence in all that we do.

The client experience is the centerpiece of our model. We empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals.

We do this by bringing the brightest minds together with energy, innovation, creativity, and passion to provide exceptional services, products, capabilities, and value that will enable our clients to achieve their financial and investment goals for generations to come.

Our Mission
We are a premier financial advisory firm that aspires to redefine and elevate the financial services experience through unparalleled client service and a commitment to excellence in all that we do.
The client experience is the centerpiece of our model. We empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals.
We do this by bringing the brightest minds together with energy, innovation, creativity, and passion to provide exceptional services, products, capabilities, and value that will enable our clients to achieve their financial and investment goals for generations to come.

We believe a legacy isn’t left, but lived.

We’re inspired that you’re here.