Rockefeller Capital Management

About Rockefeller Capital Management

Rockefeller Capital Management was formed in 2018, building on the family office the Rockefeller family set up in the nineteenth century. Headquartered at Rockefeller Plaza in New York, it provides wealth management, family office services and asset management for wealthy families, foundations and institutions.

Known For

• Lineage in the Rockefeller family office, now open to other families
• Family office services: reporting, tax coordination, bill payment and governance
• Independent ownership, separate from the large universal banks
• Asset management and strategic advisory businesses within the same firm

Typical Mandate

Rockefeller is typically chosen by families who want family office services without building their own office, and by private bankers who move to the firm with their clients. A relationship can include consolidated reporting across entities and custodians, tax and estate coordination, philanthropy support and investment management, with the family's existing lawyers and accountants kept in place.

How to Engage

Families usually come through an adviser or by following an individual adviser who joins the firm. Direct contact through the website is possible. Initial meetings are with a team that covers both the investment and family office side, and prospective clients should bring an overview of entities, custodians and current advisers.

Frequently Asked Questions