Serving the needs of wealthy individuals and families for more than 125 years.
At Rockefeller Financial, we have a sophisticated and longstanding client base that includes individuals, families, trusts, charitable foundations and institutions of all sizes. We are proud to serve diverse clients with a wide variety of asset levels and needs.
Case Study: Transfering a Family Business--Ownership, Control and Values
The Challenge
The leader of a large family wants to transfer ownership of her successful commercial-food business to her six adult children. The business is cash-flow positive and worth in excess of $25 million. However, the matriarch wants to maintain some control over the business in the first few years to ensure it's being properly managed--and at the same time, she wishes to maintain an income stream and manage taxes and other planning needs.
Our Solution Team
Family Office Services
Rockefeller Trust Company
Investment Advisory