Rockefeller Family Trust Participates in the Formation of Rockefeller Capital Management

October 3, 2017

S&C represented the trustees of a Rockefeller family trust, the sole voting stockholder of Rockefeller Financial Services, in connection with the formation of Rockefeller Capital Management, an independent financial services firm focused on wealth management, asset management and strategic advisory. The new firm will be led by Gregory J. Fleming, a longtime financial services executive, and owned by an investment fund of Viking Global Investors LP and the Rockefeller family trust.

The S&C team on the transaction was led by Rodgin Cohen and Whitney Chatterjee, along with Eric Diamond. Charles Dowling and Bachir Karam advised on estates and personal matters; Mehdi Ansari advised on intellectual property matters; and Andrew Mason and Isaac Wheeler advised on tax matters.