Rockefeller Global Family Office
Overview
Rockefeller Global Family Office is a wealth management division of Rockefeller Capital Management, offering comprehensive services to ultra-high-net-worth individuals and families. The firm provides a full breadth of financial services, including wealth advisory, family office solutions, strategic client solutions, trustee services, philanthropy solutions, and business advisory. Their investment philosophy emphasizes a differentiated approach to wealth management, focusing on realizing wealth's potential through personalized strategies tailored to each client's unique needs. The firm has expanded its presence in key markets, including New York, Winter Park, and San Francisco, by welcoming new private advisor teams, thereby enhancing its ability to serve clients across the United States. With a legacy dating back to 1882, Rockefeller Global Family Office combines historical expertise with modern financial strategies to guide clients through the complexities of wealth management, ensuring their financial success across generations.
Investment Focus
- Accredited investor status required
- Commitment to long-term investment horizon
- Alignment with firm's investment philosophy and values
- Willingness to engage in comprehensive financial planning and advisory services
Portfolio Companies
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Frequently asked questions about Rockefeller Global Family Office
What sectors does Rockefeller Global Family Office invest in?
Rockefeller Global Family Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Rockefeller Global Family Office is listed as a family office in the ConnectSafely investor database.
What stage does Rockefeller Global Family Office invest at?
Rockefeller Global Family Office backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Rockefeller Global Family Office invest in?
Rockefeller Global Family Office invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
What companies has Rockefeller Global Family Office invested in?
Rockefeller Global Family Office's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
Last updated · Source: ConnectSafely investor database
