With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.The world’s leading organization providing medical, security, evacuation, travel risk and crisis management services.A total security solution tailored to each client and location, assessing their needs and goals.Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients.
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We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework. We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients.A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally. We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals.
With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture. Rockefeller Asset Management serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history.
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We offer our clients a full suite of family office services including trust services, insurance advisory services, health advisory services, tax preparation and bill pay services. The Family Office has access to leading public and private investment managers and direct access deals sourced by our Strategic Advisory Team. We have expertise in helping our clients with the tax efficient transition of their assets, preparing the next generation of their family to be good stewards of their wealth and perpetuating your family’s values. Our team has extensive financial planning expertise and builds tailored plans that help enable our clients to understand the impact of near term decisions and a range of asset allocation choices on their wealth both today and in the future. We help you organize, deploy and preserve your financial resources while seeking to achieve your life and financial objectives. We advise private equity partners, hedge fund principals, senior executives, business owners, foundations and more. The Rockefeller Family has been connected with the Greenwich Community dating back to the 1800s. We draw on our firm’s work with the Rockefeller Family which spans seven generations to serve you and your family. Our firm was built to help the Rockefeller Family across every aspect of their daily, business and philanthropic life.
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