Rockefeller Capital Adds Goldman Adviser to High Net Worth Services

Rockefeller Capital Adds Goldman Adviser to High Net Worth Services

Assessment

Interactive Video

Business

University

Hard

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The video discusses Rockefeller Capital Management's focus on wealth management for high-net-worth individuals, detailing their private wealth and multi-family office services. It highlights the competitive landscape with firms like JP Morgan and Goldman Sachs, emphasizing Rockefeller's strategic focus on generational planning and comprehensive advice. The importance of sustainability and ESG is explored, along with addressing economic and wealth imbalances through education and skill development. The video concludes with optimism about future growth and opportunities.

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3 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

In what ways do generational discussions about wealth influence the services provided by family offices?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

How does the concept of sustainability and ESG impact wealth management today?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What role does education and skill development play in addressing wealth imbalance according to the discussion?

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