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Philanthropic Advisory

We think not only about your needs for today and tomorrow, but also about your passions, the life you want to lead, and the legacy you want to leave behind for yourself and your family.

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Charitable Planning

Establishing a charitable entity can help fund your philanthropic goals during and beyond your lifetime. Developing your philanthropic strategy should involve a comprehensive review of your assets, wealth plan, cash flow, and tax situation to determine the best timing and structure for your giving.

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DAF vs. Private Foundations

From determining which entity best meets your needs to advising on the management and grantmaking aspects of either entity, our team is here to guide you through all stages of your philanthropy and help ensure your goals are met.

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Multigenerational Engagement

Philanthropy can be an effective tool to educate and engage the next generation. It provides a vehicle through which a family can share values, strengthen bonds, teach financial responsibility, and create or maintain a family identity. It can also be used to help the next generation to develop their own individual values and even provide employment opportunities in the family’s charitable entity.

Rockefeller Capital Management Office

We're Inspired that you're here

We can connect you with the experts that can help guide you toward achieving your unique goals.

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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.