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Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte

Seth Wheeler

Rockefeller Global Family Office & Capital Management

Charlotte, North Carolina
About
Company name
Rockefeller Global Family Office & Capital Management
Business title
CFP®, CEPA®, Planner & Private Advisor
Contact
How to contact
wheelers65@gmail.com
Professional Profile

Call Me When

an owner family begins thinking about selling their privately held business and needs advanced family office services, including family and business finances.

Professions

Consultant
Insurance
Investor
M&A Intermediary
Wealth Manager

Functional Expertise

Board of Directors (not for profit)
Capital markets
Cash flow enhancements
Cash management
Charitable giving
Entrepreneurship
Equity
ESOPs
Estate planning
Family business
Fiduciary
Finance
Financial Modelling
Investments
Investor relations
Management succession
Philanthropy
Private equity
Private placements
Retirement
Risk management
Sell side/Divestiture
Strategic planning
Tax
Trusts
Exit/Transition Planning

Business Focus

High Net Worth Families, Business Owners, Family Enterprise, Entrepreneurs

Professional Certification

CFP®, CEPA®, Series 6,7,63, Life / Health Insurance, Long-Term Care, Malcom Baldrige National Examiner

Transition Planning Certification or Methodology

CEPA®

Client Industries

Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution

Client Results

Rockefeller home office private client business advisory services, bill pay, tax services.
Chapter information
Charlotte

Membership

Charlotte Individual

Member since

Member for 2 years

Why I'm a Member of XPX

Maximize foundational knowledge from experts in the exit-planning field. Share best practices and pitfalls in the exit planning space with regard to personal and legacy wealth planning, estate planning, and succession to enable an optimal exit
Make XPX Part of Your Business Plans
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