Robert Moon Email & Phone Number

At Rockefeller Capital Management, our Team, Moon Wealth Partners, is committed to serving ultra-affluent families, particularly those navigating the complexities of major liquidity events. With our extensive experience in wealth management, we excel in facilitating tax-sensitive investment strategies, wealth transfer, and philanthropic planning for a discerning clientele. Any Family will easily connect with us, as our Team possesses different perspectives - I have 30 years of advising CEOs, Susan Krimigis has been structuring credit and loans for 25 years, while a working mother, and William Reed and Andrew Palacios connect directly with the of-age children of our clients.Our competencies lie in financing, funds management, and investment planning, honed over 30 years of advising Ultra High Net Worth families.Our mission as a family office is to empower clients with personalized financial strategies, ensuring meticulous service that aligns with their professional achievements and lifestyle. The value we bring is characterized by deep insights and professionalism, embracing the unique challenges of wealth with a focus on positive financial outcomes. As we expand our exclusive circle, our network remains the cornerstone of introducing new families to our high-touch services.

Listed skills include High Net Worth Portfolio Management, Private Equity Deal Generation, and Pre And Post Liquidity Strategies.