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Company Overview

From its roots over a century ago as a private investment office to the diversified financial services firm that it is today, Rockefeller & Co. has always taken pride in the integrity, depth, and vision of its professionals.

Today, the firm serves a wide range of individuals and institutions. Successful families and individuals rely on our planning and wealth management skills in seeking to preserve, diversify, and grow their wealth – often from one generation to the next. Institutional investors select us for our asset management expertise. Charitable and other organizations recognize the sophistication of our financial and investment services, as well as our longstanding credentials, in the nonprofit world. And we remain, as we have been since our inception, the financial stewards of one of America’s great family legacies.

Distinct disciplines united by strong working relationships

Within Rockefeller & Co. there are several areas of expertise. Depending on needs and circumstances, a client may work with just one, some, or across all of these fields. In every case, the professionals within our firm take special pride in being able to work together to address the varying needs of each individual client.

Rockefeller Asset Management The research and portfolio management specialists in this area are responsible for our proprietary investment research and for managing our global equity and fixed-income strategies.

Investment Advisory Our professionals focus on asset allocation, investment policy, outsourced Chief Investment Officer (CIO) services, manager selection and monitoring, performance analysis, and portfolio risk management. Our open architecture program and objective advice allow us to search both internally and externally for the managers we believe may be most appropriate for your needs.

Family Office Services We offer a full range of services relating to day-to-day wealth management. These include administrative services such as accounting, reporting, bill payment, tax preparation, and coordination of family meetings, as well as advisory services to assist with private banking, lending, insurance, family trusts, and human resources needs.

Wealth Planning Comprehensive, unbiased planning is essential to wealth management. Our wealth planning professionals combine detailed analysis with sound judgment and with knowledge of many areas, including financial planning, trust and estate planning, tax planning, cash flow planning, and gift planning.

Rockefeller Trust Company Provides trust and other fiduciary services (including trust administration) on a stand-alone or integrated basis through our two trust companies – a national trust bank regulated by the Office of the Comptroller of the Currency (OCC) and a Delaware-chartered trust company. We stand ready to serve as corporate trustee or agent, executor, trust accountant, and tax preparer for trusts and other fiduciary accounts.

Alternative Investments This group provides tailored advice on alternative investments, including hedge funds, private equity funds, and real estate funds, as well as proprietary multi-manager vehicles and other opportunistic investments.

Rockit® Solutions Initially developed to address internal reporting needs, Rockit is a sophisticated tool that provides integrated performance, general ledger accounting, and a host of other financial information to meet client investment reporting needs. A recognized industry leader, Rockit® Solutions is a wholly-owned subsidiary of Rockefeller & Co., Inc.