overview

At Rockefeller & Co., we view each client relationship as unique. Sometimes we provide a single service, but often we work with clients in a multifaceted and integrated relationship. We have the talent and resources available to tailor our services to your specific needs, including:

wealth management
:: planning and advice
:: investment planning
:: open architecture investment solutions
:: integrated tax, intergenerational, trust and financial planning,
and administration
:: trusts and estates services
:: reporting capabilities

portfolio management for individuals and institutions
:: portfolio management strategies
:: global sub-advisory

information management
:: Integrated Wealth Services, LLC (“IWS”)

Experienced, dedicated professionals. Personalized service. Focused and independent. These are our commitments, for decades and generations to come.