Rockefeller Capital Management

“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries – and their families Together, we view wealth not as a prize but as potential ” Gregory J Fleming, President and CEO Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting

To be trusted advisors in navigating the complexities of families and wealth To be singularly dedicated to tailoring our services around our clients and their dynamic family needs This is why we’re here

From our leadership team to our individual advisors and specialists, our mission is to serve you and your family We are confidantes, counselors and navigators

Rockefeller Capital's Greg Fleming on the $98 billion firm's plans to double assets How Immigration Reform – Starting with Ukraine and Afghanistan Refugees – Could Help Solve the U S Labor Shortage Gregory Fleming Live on Bloomberg TV – “Fed Will Raise Rates Through End of 2022, Fueling Market Volatility” Gregory Fleming on Bloomberg TV’s “Wall Street Week” – Fed Must Rein in Inflation, Global Investments Shifting to Home Markets, and “Why Rockefeller?” Over generations of serving the Rockefeller family and institutional investors, we have cultivated a suite of complementary and interconnected services designed to identify and make available extraordinary opportunities for asset preservation and growth

– Active equity and fixed income strategies across fundamental, systematic, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture – Intellectual capital built from pioneering global equity investing and ESG-integrated research nearly 30 years ago – 40-years of effective shareholder engagement that seeks to create value and catalyze positive change You walk a high road The questions you seek to answer on behalf of your family are not ordinary Potential abounds Opportunities appear endless But today is more complex than yesterday and all paths forward are not equal

Our experienced team focuses on sourcing, diligence, and structuring attractive investment opportunities for our clients

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life

Timothy D O’Hara, President of the Family Office and Co-Head of the Rockefeller Global Family Office​ We believe a legacy isn’t left, but lived

We’re inspired that you’re here