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family office

Rockefeller Global Family Office

In PWD coverage since August 18, 2026 · 9 stories

+2Talent net · 12 months2 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +2 · 2 incoming events · 0 outgoing events

Arrivals

Sep 4 · from Stifel, Nicholas & Co.

Virgin-Herzburg Wealth Partners

Sep 4 · from Morgan Stanley

Departures

None tracked.

PWD coverage

move

Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte

The $1 billion team's three principals all came to Truist through the BB&T side.

Features · Sep 23Morgan Stanley's credit fund rations exits as its advisors walk

The Close · Sep 6The talent war’s quieter front

Features · Sep 6Citi raids the private-bank C-suite

move · Sep 4Rockefeller's double raid puts a price on the cap table pitch

move · Sep 1Cresset's $4B UBS grab resets the RIA pitch

move · Aug 25Cresset pulls $4B UBS team, resets breakaway floor

move · Aug 18The Foreman Rial Group's wirehouse jump is a pricing lesson

move · Aug 18A $14 million Merrill team jumps to Rockefeller in Ohio