Rockefeller Capital Management

Rockefeller Capital Management traces its origins to 1882, when it was established as the family office of John D. Rockefeller. That institutional lineage is not decorative: it directly shapes the firm’s structure, which organizes its private wealth offering under the Rockefeller Global Family Office division, designed explicitly for ultra-high-net-worth individuals, families, and multi-generational wealth management. For family office principals evaluating who to entrust with complex, dynastic wealth, the firm’s 140-year track record managing the Rockefeller family’s own assets is a material data point that no newly formed competitor can replicate.

The Rockefeller Global Family Office delivers services across several distinct areas:

• Investment management and opportunistic investing with oversight from an Office of the CIO
• Wealth strategy, trust administration, and trustee services through affiliated trust entities
• Philanthropy advisory and donor strategy
• Business advisory for principals with operating company interests
• Lifestyle advisory and access to a curated proprietary network
• A digital client experience portal

The firm operates from more than 50 locations across the United States and maintains an office in London. As of early 2022, it was responsible for approximately $95 billion in client assets. The private wealth business comprises over 45 advisory teams organized into regional divisions, with teams recruited primarily from major wirehouses and boutique firms.

Buyers who prioritize brand prestige, breadth of family office services, and geographic reach across the US will find a credible match here. Firms seeking a technology-first platform, transparent fee schedules, or a non-US primary domicile should look elsewhere. Pricing is not publicly disclosed.