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Family Office Solutions

Our family office team is focused on providing you with an exceptional experience that simplifies your financial life.

A Greater Depth of Service

We’re focused on meeting nuanced and unique client circumstances with bespoke solutions. Through a combination of attentiveness and expertise, we explore what’s possible for our clients across the full range and complexity of their needs.

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Freeing Your Mind

We offer a portfolio of leading financial and human resource management services to help you effectively run your household and business to ensure peace of mind in your daily financial life.

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Comprehensive Services, Customized

We tailor our services to cater to each client's specific needs and preferences. Our clients can select family office services such as tax preparation and bill concierge to ease their administrative work or opt for more holistic financial planning and comprehensive advisory services.

Meeting Your Family’s Needs

The breadth of services available through our family office solutions group can be tailored to meet your needs and are available to all Rockefeller wealth management clients.

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Bill Concierge

Accurate and secure bill payments, sophisticated reporting, and helpful insights about your cash flow.

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Tax Preparation and Filing

Preparation of family, individual income, gift, partnership, trust, and foundation returns, with the goal of minimizing taxliabilities.

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Bespoke Financial Reporting

Long-term and short-term reporting and forecasting to help you stay empowered and informed.

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Holistic Planning

Customized financial planning and high-touch comprehensive advisory services for clients with a high level of complexity.

Human Capital Services

A truly uncommon opportunity to provide the employees of your business with the same premium benefits and payroll services that are enjoyed by our own Rockefeller Capital Management employees.

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More to Explore

We can provide access to comprehensive solutions across the full breadth of your financial needs.

Investment Advisory

Building bespoke portfolios built on opportunities not commonly found elsewhere.

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Trust and Estate Planning

Ensuring stability for today and your family’s future.

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Wealth Strategy

Empowering decisions with strong advice.

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We Can Help You Put Your Wealth Into Action.

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Investing involves risk, including risk of loss. Rockefeller Capital Management is the marketing name of Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and Rockefeller Financial LLC, as the case may be. Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Additional information is available upon request