Rockefeller Capital Management

The November general election will play a major role in shaping Washington’s fiscal trajectory as roughly $4 trillion of expiring tax provisions will need to be decided on in 2025. Check out our latest CIO Monthly Perspective from Rockefeller Global Family Office’s Jimmy Chang as he explores the evolution of personal income tax and how the markets may react to various electoral outcomes.  

We were pleased to host clients and friends at our headquarters in 45 Rockefeller Plaza for an exclusive viewing of A Space of Fantasy, an exhibition of 37 unique works by eight New York-based artists depicting fantastical worlds of limitless possibilities. Patronage of the arts and art education is an essential piece of our history. Our partnership with New York Foundation for the Arts (NYFA) is a continuation of this tradition, and we are proud to be stewards of this legacy.

Valerie Rockefeller is no stranger to the meaning of legacy. In the latest episode of Genius Loves Company, she shares what it was like to grow up as a Rockefeller, how she discovered her passion for education and the environment, and the wisdom gained from decades as an educator. Listen to the podcast: https://lnkd.in/ewvpmkdd

Tally McManus Wealth Partners has deep experience serving the needs of clients at every stage of wealth. We are pleased to welcome the team to Rockefeller Global Family Office and look forward to working alongside them to provide strategic advice and sophisticated solutions to discerning individuals, families, and businesses in the Austin area. https://lnkd.in/eUHrzv9y

At Rockefeller, our people are our greatest asset, and we strive to provide all our colleagues with a breadth of opportunities to learn, grow and excel. Congratulations to the first cohort in our Evolving Managers program, who throughout the last year participated in leadership workshops and explored new and innovative ways we can collectively grow our business and bring Rockefeller’s unique culture to life.

We are delighted to announce the launch of the Rockefeller Charitable Giving Fund, a new donor-advised fund program, exclusively for our clients, in partnership with American Endowment Foundation. Donor-advised funds represent one of the fastest growing vehicles for philanthropic giving. With this bespoke offering, our clients can transform their philanthropic endeavors into enduring legacies that resonate and support the causes that are most meaningful to them. Learn more: https://lnkd.in/e5T8m5NK

Every child has a right to education, and few organizations fight harder to protect it than Advocates for Children of New York (AFC). The AFC works directly with students and their families to overcome barriers to their education, while advocating for systemic reforms in public education. Rockefeller Capital Management CEO Gregory J. Fleming was honored at the AFC’s Spring Benefit with the Jill Chaifetz Award, recognizing his commitment to the AFC’s mission. We are proud to be partners in the AFC’s vital work. 

For nearly 30 years, Wahlberg Wealth Partners has diligently served ultra-high-net-worth clients and their families with a deeply tailored wealth management experience – an approach closely aligned with our firm’s values and culture. We are delighted to welcome them to Rockefeller Global Family Office. https://lnkd.in/eMeCSaRy

We are pleased to welcome Ronald Ventura, Elias Stambolis, Debra Willson, and Jackson Wildermuth to Rockefeller Global Family Office, based in Chicago, IL. This group brings decades of experience in leading families through complex financial situations and new wealth opportunities, and we look forward to partnering with them in bringing the Rockefeller experience to current and future clients. https://lnkd.in/efkenDr9

The Rockefeller name is synonymous with multi-generational success. Each generation faced new challenges and opportunities, and the same dynamic is playing out for many of today’s most successful entrepreneurs, innovators, and visionaries. In our new series, The Blueprint, Rockefeller CEO Gregory J. Fleming sits down with some of America’s greatest innovators. Watch his interview with entrepreneur and philanthropist John Hope Bryant as they discuss John’s path to success and the importance of financial literacy in creating opportunities for others to build and manage wealth: https://lnkd.in/eCJS8UKH