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
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
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