01
Family Office
Bring the family's financial professionals into one coordinated system, with a shared view of decisions and responsibilities.
From the bestselling book
What Would theRockefellers Do?
The living companion to the bestselling book by Garrett Gunderson.
Start with the book, then use the field guides, illustrations, and method resources here to put the ideas into context for your family.
Reader resources, method overview, and a clear next step.
The method · Family Legacy Rings
A field guide to your family’s enduring legacy.
The Rockefeller Method connects four disciplines. Their value comes from working as one system—governance, relationships, shared decisions, and structure reinforcing one another.
Explore
02
Family Retreat
Create a recurring place to transfer stories, values, context, and decision-making—not simply assets.
03
Family Constitution
Make expectations visible through a living document that guides how the family stewards resources together.
04
Rockefeller Trust
Use an intentionally designed structure to support long-term ownership, protection, and multigenerational continuity.
Book resources
Keep building.
Keep learning.
Go deeper with the practical tools and illustrations referenced in What Would the Rockefellers Do?
Explore all resources12-page PDF
Policy Design Guide
A practical guide to evaluating permanent life insurance policies and the tradeoffs that shape them.
Open resourceVisual guide
Book Illustrations
The visual companion to the book, gathered in one place for readers and audiobook listeners.
Open resource12-page PDF
Getting a Car With Your Bank
Follow the book’s automobile example and see how the financing mechanics work step by step.
Open resourceA private next step
Schedule a consultation.
Tell us where you are and what you want to solve. We’ll route your request to the right next step, then let you choose a time directly.
Begin the consultationA short intake. No obligation.
