Rockefeller Capital Management has appointed Timothy O’Hara as the new president of Rockefeller Multi-Family Office.

Upon taking up the new role on 2 May 2019, O’Hara will lead a team of senior client advisers and multi-generational wealth planning experts. His role will be to support the expansion of the investment, tax and estate planning and philanthropic services to ultra-high-net-worth families.

Go deeper with GlobalData

Premium Insights

The gold standard of business intelligence.

Find out more

O’Hara will be replacing Ray Wareham who will continue to advise clients as vice chairman of the multi-family office.

At the same time, O’Hara will become a member of Rockefeller Capital Management’s executive team.

O’Hara most recently worked at Ayco, the family office and wealth planning business owned by American investment bank Goldman Sachs, where he served as the firm’s president and CEO.

Rockefeller Capital Management president and CEO Gregory Fleming said: “With more than two decades at Ayco, Tim is one of the most experienced and accomplished leaders in the family office advisory space, and his expertise as a trusted adviser will be a great complement to our distinguished team of wealth experts”.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

As of the end of September last year, Rockefeller Capital Management had approximately $18.6 billion in assets under advisement for individuals and families, family offices, nonprofit organizations and global institutions.

The firm prides itself as being the world’s first official family office. In 1882, oil magnate, John D. Rockefeller, created the company to manage the wealth needs of his family.