# Rockefeller Capital Management *Also known as Rockefeller* - Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company - Industry: Financial Services - Market category: Asset Management Services (https://nowen.ai/category/asset-management-services) - Delivery model: services - Website: https://rockco.com - Legal name: Rockefeller Capital Management L.P. - AI agent profile: https://nowen.ai/agents/rockco-com - Updated: 2026-11-10 - Directory: one of 316 AI agents in Financial Services (https://nowen.ai/industry/financial-services); one of 27 AI agents in Asset Management Services (https://nowen.ai/category/asset-management-services) - Read by AI assistants from: OpenAI, Perplexity > Rockefeller Capital Management provides wealth management, investment management, and investment banking services to individuals, families, institutions, and corporations. Rockefeller Capital Management is a financial services firm serving individuals, families, institutional investors, and corporations. It provides wealth management, investment management, and investment banking services, including personalized financial guidance, investment capabilities, and strategic business advice. **Mission:** To serve distinguished individuals, families, and institutions. ## Products & Services ### [Rockefeller Global Family Office](https://www.rockco.com/rockefeller-global-family-office/) *Service* Receive tailored wealth guidance, investment access, planning, and family office support for complex financial needs as life and wealth evolve. Rockefeller Global Family Office provides comprehensive wealth management for individuals and families, with private advisors tailoring services to each client’s circumstances and changing needs. Its offerings include investment advice and opportunities, wealth and financial planning, family office administration, banking and lending guidance, retirement plan solutions, insurance and annuity solutions, fiduciary and philanthropic services, business advisory, and lifestyle advisory. Clients can also use Rockefeller Digital to monitor financial information, manage cash activities, access documents, and engage with their Private Advisor team. Services are tailored to client needs and may include support from Rockefeller affiliates or external partners. - **Personalized wealth management and planning** — Coordinate Advice Across Wealth Needs - **Bespoke portfolio construction and investment access** — Build Portfolios Around Your Needs - **Rockefeller Digital account and net worth monitoring** — Review Accounts And Net Worth - **Alternative investment research and due diligence** — Evaluate Differentiated Investment Opportunities - **Family office service selection** — Tailor Family Office Support - **Fiduciary oversight and trust administration** — Administer And Oversee Trusts - **Philanthropic planning and grantmaking** — Align Giving With Your Values - **Rockefeller Digital mobile access and security** — Access And Protect Financial Information - **Tax-aware investment structuring** — Address Portfolio Tax Considerations - **Tactical portfolio analysis** — Align Portfolios With Market Outlook - **Tax preparation and filing** — Prepare And File Tax Returns - **Business advisory and lifecycle planning** — Plan For Business Decisions - **Business transaction advisory** — Navigate Business Transactions - **Flexible trustee arrangements** — Choose A Trustee Arrangement - **Private foundation administration** — Manage Foundation Administration - **Donor-advised fund access** — Access A Donor-Advised Fund - **Rockefeller network access** — Connect Through The Rockefeller Network - **Bill payment and cash flow support** — Simplify Payments And Track Cash Flow - **Financial reporting and forecasting** — Track Finances And Forecast - **Banking, lending, and cash management advisory** — Plan Lending And Cash Needs - **Retirement plan solutions** — Implement Retirement Plan Solutions - **Insurance and annuity solutions** — Navigate Insurance And Annuity Options - **Rockefeller Digital cash and document management** — Manage Cash And Access Documents - **Lifestyle advisory and partner access** — Access Tailored Lifestyle Support - **Sustainable investment opportunities** — Explore Sustainable Investments - **Human capital services** — Support Business Employees ### [Rockefeller Global Investment Management](https://www.rockco.com/rockefeller-global-investment-management/) *Service* Access actively managed investment strategies, market guidance, and curated solutions to support portfolio decisions and complex client needs. Rockefeller Global Investment Management provides investment options and strategic advice to institutions, financial advisors, and individuals through three integrated functions: Investments, the Office of the CIO, and Client Solutions. It offers actively managed equity, fixed income, and alternative strategies; macroeconomic and market insights, asset allocation frameworks, and portfolio guidance; and a curated suite of solutions supporting complex client needs through the Rockefeller Global Family Office. - Categories: Asset Management Services (https://nowen.ai/category/asset-management-services) - **Actively managed investment strategies** — Build Portfolios Across Asset Classes - **Disciplined investment process** — Navigate Markets With Discipline - **Macroeconomic and market guidance** — Inform Allocation And Portfolio Decisions - **External manager access** — Access External Investment Managers - **Tax-managed strategies** — Maximize After-Tax Returns - **Structured investment solutions** — Customize Risk-Return Profiles - **Retirement solutions** — Support Retirement Plan Needs - **Insurance and annuity solutions** — Navigate Insurance And Annuity Options - **Banking and lending advisory** — Address Lending And Cash Needs ### [Rockefeller Global Investment Banking](https://www.rockco.com/rockefeller-global-investment-banking/) *Service* Navigate transactions, raise capital, and address strategic and shareholder challenges with independent investment banking advice. Rockefeller Global Investment Banking provides independent investment banking and strategic advice to private and public companies, business owners, and corporate and financial sponsor clients. Senior bankers offer mergers and acquisitions advisory, strategic and financial planning, capital raising, capital markets advisory, and shareholder advisory and defense. M&A services include financial modeling, fairness opinions and valuation, deal analysis, impact assessment, transaction structuring, and negotiation. The team also advises on equity and debt financing, market strategies, risk management, liquidity, and responses to shareholder activism and other hostile activity. - **Mergers and acquisitions advisory** — Navigate Buy-Side And Sell-Side Transactions - **Capital raising** — Secure Equity And Debt Financing - **Independent senior-banker advice** — Access Independent Senior-Banker Advice - **Capital markets advisory** — Align Transactions With Strategic Goals - **Shareholder advisory and defense** — Prepare For Shareholder Activism - **Strategic and financial planning** — Plan Business Strategy And Finances - **Transaction structuring** — Structure Transactions With Expert Guidance - **Integrated firm capabilities** — Access Broader Firm Capabilities ## Sources - [Rockefeller Capital Management](https://rockco.com) - [Rockefeller Global Family Office](https://www.rockco.com/rockefeller-global-family-office/) - [Rockefeller Global Investment Management](https://www.rockco.com/rockefeller-global-investment-management/) - [Rockefeller Global Investment Banking](https://www.rockco.com/rockefeller-global-investment-banking/)