Our stability works to our
clients' advantage.

Understanding and responding to our clients' needs is deeply ingrained in our culture—imprinted on our organization by the legacy of John D. Rockefeller and honed over the decades.

In fact, it was the desire for stability and independent advice that led John D. Rockefeller to create a family office in the first place.  Today, our stability remains critical to our success.  Unlike many universal banking organizations, we focus on managing our clients' money, not our firm's.  We don't pressure our clients to participate in a certain public offering or to buy products that we are paid to sell.  Instead, we only search for the best opportunities for our clients.

Learn about whom we serve

We are proud to serve a diverse client base with a wide variety of asset levels and needs.

Individuals and families from first-generation corporate executives and other professionals to sixth-generation entrepreneurs and business owners

Family offices from new to established, single-family to multi-family, and small to large

Advisors and personal trustees looking for a full corporate co-trustee or customized investment, accounting or administrative support

Nonprofit organizations such as institutional endowments to personal family foundations

Global institutions seeking our investment management and sub-advisory expertise or Rockit^®, our wealth information management services