Driving Factor Behind Rockefeller Capital's Success

January 27th, 2022, 12:00 AM

Under the leadership of Greg Fleming, Rockefeller Capital Management has rebranded, breathing new life into a family office legacy. According to a recent article in Wealth Management the company has become one of the top options for advisors seeking an opportunity to provide concierge-level service to their ultra-wealthy clients. 

In 2018, Rockefeller launched with the mission to service the world's most successful business owners and their families. In addition to the notable name recognition, Rockefeller stacked its leadership team with top industry players. In just a few years, Rockefeller has rebirthed the boutique model by addressing the complex needs of their high-net-worth clients in a customized fashion. The firm operates on solving everything a client needs in one place.    

Michael Outlaw, National Field Director of the Global Family Office, shared that Rockefeller is successful because its unique environment creates a situation where the firm can deliver solutions for clients that are custom and elite for their clients. Outlaw also stated that the firm's modern tech platform is a significant advantage. 

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

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Blog

Driving Factor Behind Rockefeller Capital's Success

January 27th, 2022, 12:00 AM

Under the leadership of Greg Fleming, Rockefeller Capital Management has rebranded, breathing new life into a family office legacy. According to a recent article in Wealth Management the company has become one of the top options for advisors seeking an opportunity to provide concierge-level service to their ultra-wealthy clients. 

In 2018, Rockefeller launched with the mission to service the world's most successful business owners and their families. In addition to the notable name recognition, Rockefeller stacked its leadership team with top industry players. In just a few years, Rockefeller has rebirthed the boutique model by addressing the complex needs of their high-net-worth clients in a customized fashion. The firm operates on solving everything a client needs in one place.    

Michael Outlaw, National Field Director of the Global Family Office, shared that Rockefeller is successful because its unique environment creates a situation where the firm can deliver solutions for clients that are custom and elite for their clients. Outlaw also stated that the firm's modern tech platform is a significant advantage. 

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

Return to All