Strategic and financial planning advice for business owners at every stage of a company’s lifecycle, including planning, financial advisory and consulting as well as investment banking services.
Our services help business owners review, assess, and establish estate plans that are sophisticated, tax efficient and provide creditor protection. We seek to ensure that the estate plan is appropriately coordinated with any business-specific documents, such as buy-sell agreements or operating agreements. While an effective estate plan is essential for any business owner, this is especially crucial in advance of any liquidity event.
For business owners, taxes can be a significant expense. Our subject matter experts can provide guidance on income and estate taxes, helping clients to make informed decisions that can improve their outcomes.
Business owners frequently seek out a succession or exit plan, which may involve selling their company. Our team can assist with navigating the various options available before and after the sale. We specialize in developing advanced tax and wealth-transfer strategies in seeking to ensure optimal outcomes for our clients.
Rockefeller Capital Management’s Strategic Advisory team offers best-in-class investment banking expertise for Global Family Office, Corporate, and Financial Sponsor clients. Services include buy-side and sell-side M&A advisory, transaction structuring, capital raising, and capital markets advisory.Learn More
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.