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Trustee Services

The Rockefeller Trust Companies have a storied history of working with individual trustees and serving as fiduciary for generations of ultra-high-net-worth and high-net-worth families.

Rockefeller Trust Companies

We offer general fiduciary oversight, day-to-day account management, comprehensive account reviews with our expert team, as well as assistance with implementing distributions and bill-pay services.

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Sole Trustee

We assume all fiduciary responsibilities for managing a trust according to its terms, including investment and administration.

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Successor Trustee

We assume all fiduciary responsibilities when the current trustee is unable or unwilling to serve or a change in trustee is made by the trust’s terms.

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We serve as trustee with the individual(s) designated in the trust and assume shared or independent responsibilities as determined by the trust terms.

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Agent for Trustee

We serve in a contractual relationship to assume such duties as designated in the agreement with the individual trustee(s).

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Directed and Administrative Trustee

The Rockefeller Trust Company (Delaware) can serve as a directed trustee or administrative trustee, pursuant to Delaware law.

Rockefeller Capital Management Office

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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.