About Whitnell & co.
Whitnell & Co. is a global family office that has been serving the Rockefeller family since 1882. With over a century of experience in managing family wealth, Whitnell & Co. has become a trusted name in the industry.
The company's story began with the Rockefellers, who were the first family to accumulate significant wealth through their business ventures. Their success inspired others to follow in their footsteps, and soon many families found themselves facing similar challenges when it came to managing their wealth.
Whitnell & Co. was founded to help these families navigate the complexities of wealth management and preserve their legacies for future generations. Today, Whitnell & Co.'s services are available to families around the world who are looking for expert guidance on how best to manage their assets.
One of Whitnell & Co.'s key strengths is its ability to provide customized solutions that meet each client's unique needs and goals. The company takes a holistic approach to wealth management, considering not just financial factors but also personal values and priorities.
Whitnell & Co.'s team of experts includes investment professionals, tax specialists, estate planners, and other professionals who work together seamlessly to provide comprehensive advice and support. The company's clients benefit from this integrated approach by receiving tailored recommendations that take into account all aspects of their financial lives.
Another advantage of working with Whitnell & Co. is its global reach. The company has offices around the world and works with clients from diverse backgrounds and cultures. This international perspective allows Whitnell & Co.'s advisors to offer insights into global markets and trends that can help clients make informed decisions about their investments.
In addition to its core services related to investment management, tax planning, estate planning, risk management, philanthropy advising etc., Whitnell&Co also offers specialized services such as Family Governance Advisory Services which helps families establish governance structures for effective decision making across generations; Family Education Services which provides education on various topics relatedto finance like budgeting , investing etc.; Business Advisory Services which helps business owners manage complex issues like succession planning etc.; Impact Investing Advisory Services which helps clients invest in companies or projects that have positive social or environmental impact along with financial returns; Real Estate Advisory Services which provides expertise on real estate investments including acquisition , development , financing etc..
Overall , if you're looking for an experienced partner who can help you navigate the complexities of managing your family's wealth while preserving your legacy for future generations then look no further than Whitnell&Co!
whitnell.com
