We don’t just aim for excellence - we distinguish ourselves by doing things differently. We constantly seek out new ways to provide the most insightful advice, innovative solutions, and reliable partnerships available anywhere in the world. In every endeavor, whether high tech or high touch, Rockefeller stands for distinction.
Achieving
the Remarkable
The Rockefeller legacy has in many ways defined modern philanthropy through decades leading an altruistic approach to investing. We remain true to this legacy, offering clients guidance on their philanthropic priorities, local or global, and seeking partnerships in communities where our colleagues live and work to improve the lives of our neighbors.
Care for Community
Each of our clients is unique; all come to us with different goals and needs. We thrive on connectivity across the enterprise where everyone brings a diverse perspective. It is through this openness that our culture of partnership and collegiality comes together to deliver unbiased insights and compelling solutions for our clients.
Freedom to Explore
Our story began when John D. Rockefeller invested in an opportunity he believed in. We carry on that pursuit of uncommon opportunities by providing our teams the autonomy and access to do their best work in creating custom solutions for clients.
Seizing
Opportunity
Around the world, the Rockefeller name embodies a unique reputation to be treasured and protected. At all times, we are committed to conducting our business with uncompromising integrity to the highest standards. We seek to act as good stewards on behalf of every client and we are committed to doing right by them, and by each other.
Commitment
to Integrity
We aim to provide a unique combination of attentiveness and expertise to explore what’s possible for our clients across the full range and complexity of their needs. An elevated client experience is at the center, brought to the fore by an experienced and talented team and some of the brightest minds at every position, operating with energy, creativity and access to innovative technology.
Clients First
Firm
Values
We seek to be a premier advisory firm that redefines and elevates the financial services experience to empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. We are guided by the following six core values:
