A trusted partner for family offices of all sizes.
In recent decades, as more families joined the ranks of the wealthy, the number of single- and multifamily offices increased dramatically. The events of the last few years—the credit crisis, the global recession and the market declines, among others—have caused many families and family offices to seek additional help in managing their wealth.
Rockefeller Financial provides a variety of services to family offices of all sizes. While each of our relationships with a family office is unique, we work with family offices across the spectrum of wealth-management services: from acting as chief investment officer to providing accounting and other Family Office Services to Rockit®, our wealth information management service. Learn more about our comprehensive services.
Case Study: Single Family Office, Multiple Challenges
The Challenge
A family sold a manufacturing business for more than $250 million. To manage their wealth, they set up a single-family office with several employees and hired three different investment advisors who ultimately invested in more than 25 asset managers. Now the family office is facing an administrative and investing challenge trying to reconcile all the different reports from the advisors and managers--and the family isn't sure how to get the reporting capabilities they need to ensure that they have a coherent investment program.
Our Solution:
Family Office Services
Rockit®