Strategic Advisory


Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business. Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our paramount focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals. Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.