Rockefeller
Rockefeller Capital Management is a leading independent wealth management firm headquartered in New York City, established in 2018 as a revival of the Rockefeller family's investment and advisory legacy. The firm manages approximately $140 billion in client assets, providing comprehensive wealth management services to ultra-high-net-worth families, institutional investors, and family offices across the United States. Rockefeller Capital Management offers investment management, financial planning, estate planning, tax advisory, family office services, and philanthropic consulting through a network of highly experienced financial advisors across major U.S. markets.
Rockefeller's investment platform integrates public and alternative investment strategies to build comprehensive, customized wealth management solutions for its ultra-high-net-worth client base. The firm provides access to private equity, private credit, hedge funds, real assets, and other alternative investment strategies through its proprietary investment research and manager selection capabilities. Rockefeller's Global Family Office division serves as a comprehensive outsourced investment management solution for family offices and other institutional investors, providing investment governance, manager selection, alternative investment program design, and portfolio monitoring services.
Rockefeller Capital Management has rapidly established itself as one of the premier ultra-high-net-worth wealth management firms in the United States, leveraging the iconic Rockefeller brand and the investment expertise of its senior advisor team. The firm's independent, client-first model — operating free of the conflicts inherent in bank-affiliated wealth management firms — resonates strongly with ultra-high-net-worth families seeking objective investment advice. Rockefeller's combination of brand recognition, alternative investment capabilities, and comprehensive wealth management services positions it as one of the most competitive and differentiated wealth management firms serving the top tier of the U.S. wealth management market.