The flexibility to supplement the core expertise of advisors and personal trustees with other advice and services.
Advisors to Wealthy Families
If you're an advisor to wealthy families--whether you are an independent financial advisor, trust and estate attorney, tax accountant and advisor, financial planner, investment consultant or investment banker--you often develop deep relationships with your clients, who come to rely on you for guidance on matters across the wealth-management spectrum. When a client has needs that fall outside your area of expertise, it's critical for you to find an advisor to partner with who can help.
Personal Trustees
As a personal trustee, you have the full responsibility to manage, invest and distribute trust assets according to the provisions of the trust agreement. For many personal trustees, those responsibilities often require supplemental, specialized expertise. For larger and complicated trusts, even the most sophisticated personal trustee can be overwhelmed by the administrative burden.
At Rockefeller Financial, we are happy to supplement your knowledge and resources with our own. In short, we can help you help your clients.
Case Study: Trustee Succession, Family Success
The Challenge
A family wishes to establish a succession plan for an individual trustee through our supplemental services. The family has a group of eight trusts valued in excess of $30 million. However, certain family members wish to retain some involvement in the trusts' oversight, and specifically would like to see the family's involvement in conservation efforts reflected in the trusts' investments.
Our Solution Team
Rockefeller Trust Company
Investment Advisory
Rockefeller Asset Management