Rockefeller Global Family Office

Company Worth Keeping

Rockefeller Global Family Office

We are trusted partners in the legacies of some of the world’s most successful entrepreneurs, innovators, and visionaries — and we can offer you the same care and connection.

With us, you will find a vast network of access, relationships, and opportunities well worth exploring.

The Rockefeller name is synonymous with generational success, but that didn't happen overnight. As their wealth grew, they found themselves facing new challenges and greater opportunities that required a new kind of financial service and guidance.

More than 140 years later, we saw another opportunity: to create simplicity and freedom as trusted advisors to clients navigating the complexities of families and wealth. The Rockefeller Global Family Office was born.

Today, we tailor our services to each client and to the dynamic way their needs unfold as their lives change.

Rockefeller Global Family Office Path through a bamboo forest background art

Realizing Wealth’s Potential

We provide discerning individuals and families with comprehensive wealth management services that grow along with their needs. Our team of private advisors specializes in creating custom solutions for each client. We see wealth as potential, and a great advisor relationship as crucial to unlocking it.

Investment Philosophy and Approach

All wealth management firms offer investment advice. Few highlight a differentiated investment philosophy and approach as their top attribute.

Explore Our Approach

Solutions Tailored to You

We provide a full breadth of financial services, with the personalized approach that your circumstances require.

Explore Solutions

The Rockefeller Experience

We provide resources, technology and connections that help to put you in a league of your own.

Explore the Experience
01 /

We can help you put your wealth into action.

Connect with a Private Advisor.

Search for a Private Advisor team and connect directly.

Explore

Let us introduce you.

We can connect you with the right team for your needs.

Request an introduction
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.