Wealth & Investment Planning
We guide you through a holistic review of your entire financial picture and work with you to create a customized financial plan designed to meet your goals not just for today and tomorrow, but for generations to come.
Today, tomorrow, and beyond
Financial planning is especially important for athletes, who often have unique financial considerations and challenges. A professional athlete’s career, both in terms of longevity and income, is unlike the trajectory of a more traditional career. At Rockefeller, we think not only about your needs for today and tomorrow, but about your passions and the life you want to lead, the impact you wish to make, and the legacy you want to leave behind for yourself and your family.
At every stage of your life and career, we match your needs against a holistic plan and go beyond to provide you with resources and education to make the most of your success.
Tax Preparation and Filing
Preparation of family, individual income, and gift tax returns. Preparation of partnership, trust, and foundation returns. Income tax planning based on multi-year projections with the goal of minimizing tax liabilities.
Bill Concierge Services
Accurate and secure bill payments, sophisticated reporting, and helpful insights about your cash outflow that can further enhance your overall financial plan.
Trust & Legacy Planning
Through our two trust companies, we act as fiduciary or generations of high-net worth individuals and families, including the Rockefeller family. Our seasoned trust specialists provide personalized, holistic service based on your needs and goals.
Private Banking
Our open architecture approach helps you identify the best opportunities when it comes to cash management, consumer loans, home financing, and special-purpose lending.
Philanthropy
If you have charitable goals, it may make sense to establish entities to fund these goals. We can help, whether it be through donor advised funds or setting up private foundations. Additionally, we can provide turn-key administration support for private foundations.
Bespoke Financial Reporting
Long-term and short-term cash flow planning and analysis. Cash flow projections. Expense forecasting and budgeting. Ongoing review of your net free cash flow.
Alternative Investing
We work with you to develop wealth strategies across asset classes and provide you with exclusive access to private deals and investment opportunities not commonly found elsewhere.
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Disclosures
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