NEW YORK–(BUSINESS WIRE)–Rockefeller Capital Administration (“Rockefeller” or the “Agency”) has at the moment introduced the appointment of Andrea Lawrence because the Head of Philanthropy inside Rockefeller’s World Household Workplace, the place she is going to strategically advise the Agency’s purchasers by way of their charitable giving to create impression and assist construct momentous legacies. She is going to report back to Heather Flanagan, Head of Belief Fiduciary and Household Workplace Providers, and is predicated in Philadelphia, Pennsylvania.
“Offering people and households with tailor-made methods that create significant contributions is a core a part of our providing throughout the World Household Workplace,” mentioned Flanagan. “Andrea is a big addition to our staff, and we’re thrilled to welcome her entrepreneurial spirit, deep data of fiduciary administration and artistic options to counsel people and households round their giving methods.”
This appointment continues Rockefeller’s deliberate and strategic development throughout the World Household Workplace, which holistically serves the Agency’s excessive web value and ultra-high web value purchasers and is merged with their main personal wealth observe, which incorporates belief firms, consumer accounting, consumer advisory and wealth technique companies. Earlier in 2021, the enterprise introduced its acquisition of Whitnell & Co. (“Whitnell”) to offer prosperous households throughout the Midwest with a whole set of multi-family workplace companies centered round monetary planning, wealth administration and generational wealth switch.
“The Rockefeller identify is synonymous with philanthropy, charitable endeavors and bettering the world for the subsequent technology,” added Lawrence. “In a 12 months the place philanthropy is top-of-mind given the concurrent pressures from COVID-19 and the rise in conversations and motion round fairness, I’m excited to assist Rockefeller’s purchasers use their means to create a legacy that lasts.”
Lawrence joins Rockefeller from Tapestry Advisors, LLC, an impartial household workplace and philanthropy consulting agency, which she based in 2007. Previous to that, she held numerous management roles managing property planning at Ballamor Capital Administration and Calibre,
Wachovia’s household workplace. She started her profession in tax consulting at Worth Waterhouse and has held property planning and authorized roles on the Workplace of Chief Counsel of the Inside Income Service and several other regional regulation companies. Lawrence graduated from the College of Virginia’s McIntire College of Commerce, and from Villanova College’s Charles Widger College of Legislation with each a J.D. and Grasp of Legal guidelines in Taxation.
Extra about Rockefeller’s World Household Workplace capabilities might be discovered at https://rcm.rockco.com/global-family-office/
About Rockefeller Capital Administration
Rockefeller Capital Administration is a number one impartial, privately-owned monetary companies agency providing world household workplace, asset administration and strategic advisory companies to ultra-high-net-worth people and households, establishments, and companies.