Welcome to Rockefeller Capital Management, the home of dynamic and personalized service, providing uncommon opportunities for our clients. As a trusted brand, we pride ourselves on being entrusted with the legacies of some of the world's most successful entrepreneurs and their families. Our services are guided by the same standards established by the Rockefeller family legacy, which has thrived for seven generations.

We are dedicated to tailoring our services to fit the unique needs of each client and their dynamic family. With a suite of complementary and interconnected services, we offer Multigenerational Tax, Trust & Estate Planning, Client Accounting Group, Family Legacy & Governance, and much more. Our investment solutions include open architecture, customized investments across all asset classes, and active equity and fixed income strategies.

Beyond our financial services, we offer Rockefeller Lifestyle Advisory, providing highly personalized support to simplify, navigate, and elevate modern life. Additionally, our new state-of-the-art online and mobile Client Portal makes it easier and more secure to access your account information and engage with our team. At Rockefeller Capital Management, we are more than advisors – we are confidantes, counselors, and navigators, dedicated to serving you and your family.

Experience the Rockefeller difference today