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Typical estate plans pass on money. The Rockefeller Method passes on wisdom and purpose.
If you’re like many of our clients, you’ve worked hard to build wealth, take care of your family, and steward what you’ve been entrusted with. But now, you’re asking a deeper question: What happens after I’m gone?
Not just “who gets what,” but will they know what to do with it? Will it divide them or unite them? Will it carry our values or just our dollars?
The Rockefeller Method exists to answer those questions with confidence. It’s not just a financial strategy. It’s a legacy system that coordinates your financial tools and codifies your family’s values. Most importantly, it equips future generations to thrive with clarity, purpose, and connection.
And the best place to begin understanding it is through our Family Banking Blueprint.
Studies consistently show that over 90% of family wealth is lost by the third generation. But the real problem isn’t taxes or markets. It’s lack of communication, coordination, and long-term structure.
Traditional estate plans focus on legal documents and asset transfer. They may avoid probate or minimize taxes. But they don’t prepare your heirs, clarify your wishes, or create continuity across generations.
Without structure, wealth becomes a source of confusion or conflict. Families drift. Values fade. And what began as a blessing becomes a burden.
The Rockefeller Method was created to solve that. Not just financially, but relationally, emotionally, and strategically.
The Rockefeller Method is a comprehensive family wealth strategy inspired by the systems used by John D. Rockefeller. These are the same systems that have sustained one of America’s wealthiest families for over six generations.
Rather than distributing assets directly to heirs, the Rockefeller Method creates a family financial ecosystem.
Capital is centralized in strategic trusts and governed by family values. It is accessed through structured processes that encourage responsibility and unity.
It combines life insurance, trust design, education, governance, and ongoing family rhythm into one integrated legacy framework.
You’re not just passing on wealth with the Rockefeller Method. You’re passing on structure, clarity, and purpose.
This isn’t about control. It’s about stewardship and giving your family the system they need to thrive.
The Rockefeller Method isn’t a product. It’s a coordinated framework made up of a few essential components. When implemented together, these become the foundation of your family’s legacy.
The Family Constitution
This document defines your family’s mission, values, and decision-making guidelines. It becomes the north star for future generations. It clarifies what your wealth is for, how decisions are made, and how disagreements are resolved. This prevents confusion and protects unity, even when leadership transitions over time.
The Family Retreat
Once a year (or more), your family gathers for clarity. These retreats include education, goal-setting, stewardship discussions, charitable planning, and guided dialogue.
They’re a chance to reconnect, reflect, and realign around your family’s long-term purpose. They’re also where the next generation is gradually prepared to lead.
The Family Office
Instead of juggling disconnected advisors, the Rockefeller Method brings your CPA, attorney, insurance strategist, and financial planner into one aligned team.
Everyone knows the plan. Everyone is rowing in the same direction. You’re no longer the go-between. You’re the architect, with professionals who follow your blueprint.
High Cash Value Life Insurance
The financial engine of the Rockefeller Method is a series of specially designed whole life insurance policies. These policies don’t just pass wealth on. They fund the family trust with tax-free liquidity, creating an ever-replenishing source of capital across generations.
When structured properly, this becomes the foundation of your family bank. This is available for education, investments, emergencies, and legacy initiatives.
Strategic Trusts
Your wealth isn’t left exposed or unprotected. Trusts are used not just for tax advantages, but for clarity and control. They ensure assets are managed according to your family constitution. They protect heirs from lawsuits and divorces. Most importantly, they provide accountability for how wealth is accessed and used.
Together, these five elements become a living, evolving structure. A system your family can grow with, adapt to, and rely on for generations.
Imagine your family, five years from now, gathering for an annual retreat. Your children and grandchildren aren’t confused about what you wanted. They’ve been involved in the process. They know the mission. They’ve seen the numbers. They’ve been educated and empowered, not surprised and overwhelmed.
They discuss investments, charitable giving, and family milestones. They share stories and strategy. They understand their role. Not because you controlled them, but because you prepared them.
This is what the Rockefeller Method makes possible.
Your legacy goes beyond documents in a drawer. It’s a living rhythm, culture, and plan that empowers your family through transitions with confidence.
Most estate plans are static. They’re designed for what happens after you pass, but not for how your family will function in the decades that follow. They might be legally valid, but emotionally fragile.
The Rockefeller Method is dynamic. It evolves with your family. It doesn’t just protect wealth. It protects connection, clarity, and communication. It gives your family a framework to adapt, adjust, and move forward together.
This isn’t about being wealthy. It’s about being intentional. And whether your net worth is $1 million or $100 million, the Rockefeller Method gives you a structure that makes your legacy last.
The Rockefeller Method is ideal for families who:
Value stewardship over status
Want to protect wealth without creating entitlement.
Are thinking three generations ahead—not just about tax avoidance.
Desire unity, clarity, and confidence in how their wealth will be used.
Believe legacy includes values, not just valuables.
We’ve seen this system change how families think, speak, and lead. It helps parents communicate with adult children. It prepares grandchildren to lead. It turns wealth into a tool that builds, not divides.
We don’t believe in pressure. We believe in clarity. That’s why the best place to begin is with the Family Banking Blueprint. It explains how the Rockefeller Method works, what it includes, and how families like yours are implementing it with confidence.
If you’re ready to think differently about legacy—not just about protecting money, but about preserving meaning this is your next right step.
This isn’t about being wealthy. It’s about being intentional. And whether your net worth is $1 million or $100 million, the Rockefeller Method gives you a structure that makes your legacy last.
Or, if you’d prefer to speak directly about how this could apply to your family, we’d be honored to start that conversation.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.