Rockefeller Capital Management The Rockefeller Experience

The Rockefeller Experience

We seek to elevate the financial services experience with the singular aim of helping our clients realize their goals.

In a League of Your Own

The Rockefeller experience is specifically designed to serve families and individuals like you. Everyone at Rockefeller Global Family Office, from our leadership team to our advisors and specialists, is focused on developing deep client relationships and offering superior solutions. Combined with innovative technology and our distinguished network, the possibilities are endless.

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Our Unique Network

Those we serve find a vast community of innovators well worth exploring and are accompanied every step of the way by the same guidance that has helped members of the Rockefeller family put wealth into action for over 100 years.

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A Sophisticated Digital Experience

A seamless experience is key for successfully managing your financial life. Our state-of-the-art online and mobile Rockefeller Digital experience makes it easy and secure to connect to your finances and engage with your Rockefeller team.

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Keeping Your Information Safe

As technology advances, so do the potential cyber threats to your digital and financial security. To address the ever-changing threat landscape, we leverage layers of security. Our approach provides diverse protections for the safety of your information.

Your Digital Security
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Lifestyle Advisory

We offer lifestyle advisory for the everyday to the once-in-a-lifetime. Through our curated advisory partners, our clients have access to exclusive experiences, guidance and concierge services so you can focus on the people and passions that matter most to you.

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In Good Company

Exclusive Client Events

We invite you to participate in events designed to engage, educate, and connect.

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Strategic Insights

Curated insights from our team of experts and advisors that help the whole family stay empowered and informed.

Our Insights

Market Perspectives

Our unique point of view on the state of the market and emerging opportunities is provided by our CIO, Jimmy Chang, and the Office of the CIO team.

Our Perspectives

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.