Rockefeller Wealth Advisors

 Rockefeller Wealth Advisors

Objective advice and comprehensive service to meet the wealth-management and trust-company needs of successful individuals, families and family offices.

 

Wealth Planning

Integrated planning using detailed analysis, expertise and sound judgment

  • Financial Planning
  • Trust and Estate Planning
  • Intergenerational Planning
  • Income Tax Planning
  • Cash Flow and Liquidity Planning
  • Governance Planning
  • Philanthropic Planning
  • Business Succession

Rockefeller Trust Company

Both stand-alone trust services and integrated trust administration delivered through our nationally and Delaware-chartered trust companies.

  • Corporate Trustee
  • Agent to Personal Trustee(s)
  • Executor
  • Foundation and Charitable Trust Management
  • Fiduciary Tax Preparation
  • Educational Programs

Investment Advisory

Objective advice along with compelling third-party, global investment solutions and special opportunities

  • Investment Policy
  • Asset Allocation
  • Portfolio Construction
    • Global Fixed Income
    • US Fixed Income
    • Global Equity
    • US and International Equity
    • Hedge Strategies
    • Private Equity
    • Real Assets
  • Manager Monitoring
  • Performance Analytics
  • Risk Management

Family Office Services

Advice and administration of the day-to-day challenges of managing wealth

  • Client Accounting
  • Family Office Advisory
  • Family/Trustee Meetings
  • Private Banking Advisory
  • Lending Advisory
  • Insurance Advisory
  • Other Services