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FAMILY OFFICES Thought Leadership
ROCKEFELLER GLOBAL FAMILY OFFICE
Excellence in Wealth Management Leadership
Based on field research, this thought leadership paper provides actionable results for Rockefeller Private Advisors looking to improve their leadership potential. After learning from our Private Advisors community that leading teams and people are considered one of their the #1 and most common challenges, we interviewed and analyzed our top-performing team leaders to determine what they do that is uniquely and sustainably different from all other leaders of financial advisory practices. This piece aims to leverage our findings to support all Rockefeller Private Advisor teams navigating through the challenges of leading and managing teams and people while managing an elite practice. Our research revealed seven leadership characteristics of our top performers. Those seven are now the benchmark for by which all other teams to can assess themselves.
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from 46 locations across the United States. Early in 2022, the Firm opened an office in London. As of July 30, 2023 the Firm was responsible for approximately $112 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Strategic Advisory.
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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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