From the Rockefeller & Co. Website:

From its roots over a century ago as a private investment office to the diversified financial services firm that it is today, Rockefeller & Co. has always taken pride in the integrity, depth, and vision of its professionals.

Today, the firm serves a wide range of individuals and institutions. Successful families and individuals rely on our planning and wealth management skills in seeking to preserve, diversify, and grow their wealth – often from one generation to the next. Institutional investors select us for our asset management expertise. Charitable and other organizations recognize the sophistication of our financial and investment services, as well as our longstanding credentials, in the nonprofit world. And we remain, as we have been since our inception, the financial stewards of one of America’s great family legacies.