Rockefeller & Co., Inc.

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Trust and Estate Planning This discipline is handled through our two dedicated trust companies. Our trust company professionals are experienced in reviewing estate plans and trusts, making recommendations (in conjunction with the client’s attorney) on an array of issues, evaluating potential opportunities and risks, with an eye toward taxes, liquidity needs, and asset protection. We also advise families on the full range of possible wealth transfer strategies.

Working with family members and trusted advisors, we identify pivotal issues across a broad spectrum of disciplines, including financial planning, intergenerational planning, investment advice, and philanthropy. We strive to provide comprehensive, objective solutions that draw equally upon our deep experience and the unique aspects of a family’s circumstances.

Our team of investment professionals has longstanding industry experience. Many of our portfolio managers have been with the firm for over 10 years and have navigated difficult markets with steadiness and skill. We use a collaborative process in which a team of analysts and senior portfolio managers carefully studies, tests, and challenges proposed investments.

Matt is a Chartered Financial Analyst charter holder and a Certified Financial Planner™ professional. He received a Ph.D. from the University of Pennsylvania and a B.A. from Yale College, both in Economics. Matt is on the board of directors and investment policy committee of the Forward Association, a nonprofit founded in 1898, and is on the investment committee of the Wallace Global Fund, a private foundation.

We believe that our experience in meeting the requirements of one of America’s leading families for over four generations qualifies us to understand how successful families have dealt with the issues of stewardship, family values and the role of the family office. We are especially experienced in providing a holistic, multigenerational approach to wealth management.

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