Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach. Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Mergers, acquisitions, divestitures, capital raises.Execution across private and public companies owned or operated by our clients.Differentiated, independent advice for entrepreneurs and business owners.Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals. Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business. Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Helping you build your Legacy is our goal, and we’re inspired that you’re here. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark. Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. Beyond that, we work with your family delivering unparalleled family-office services that have been around since 1882, from financial and estate planning, to accounting, taxes and bill pay. Our strategic advisory services assist you with creating a road map so you can harvest your equity when ready. We focus our practice in the private markets, helping private companies with their financing and investment banking needs. As part of Rockefeller Capital, your family is able to participate in products and investment opportunities that are dynamic and customized. Our passion is for advising families and business owners through the complex transitions of life. At Legacy Family Wealth, our mission is to serve you and your family.
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