STAMFORD, Conn., & NEW YORK, New York - October 6, 2008 - Rockit Solutions, LLC (Rockit™) a wholly-owned subsidiary of Rockefeller & Co., Inc. and an industry-leading wealth data aggregation, reconciliation, and reporting solution designed specifically for family offices, ultra high net worth individuals and financial institutions, and Rockefeller & Co., Inc., a leading global wealth management firm that provides comprehensive wealth management services to a diversified client base of high net worth individuals, families, trusts, foundations, endowments, and other institutions in the U.S. and around the world, will host a wealth management forum "Wealth Management in a Global Economy" at The Times Center in New York, 242 West 41st Street & Eighth Avenue, on December 2, 2008.
This invitation only, one-day event is designed exclusively to focus on trends and technological solutions for the ultra high net worth market and brings together individual wealth holders and their advisors in an intimate setting suitable for interaction and collaboration. The program will feature industry experts and notable keynote speakers, including Steve Forbes, Chairman and CEO of Forbes, Inc., and Editor-in-Chief of Forbes Magazine, and Robert Frank, author of Richistan, and senior special writer for The Wall Street Journal, who will share insights and discuss a variety of common challenges to be faced in today's global economy. The day will end with a private reception and gala dinner, all held at The Times Center, a renowned venue in the heart of New York's Times Square. Limited seating is available.
"We are delighted to have an opportunity to launch this wealth management event in collaboration with our parent company, industry notables and esteemed experts," said Rockit™ CEO and President, Roy C. King. Rockefeller & Co., Inc. President and CEO, James S. McDonald, added, "It is an honor to be in the company of some of the world's most well known industry experts and thought leaders. We are confident that ROC`08 will have far reaching impact for all who attend."
Platinum, Gold, and Silver sponsors are being sought in the areas of: media, research, accounting, and the luxury market. Each degree of sponsorship includes a high degree of visibility and opportunity. For further details, please visit www.rockitevents.com, or contact Rockit™ Event Headquarters by phone at 1-888-504-0003.
This one-day exclusive event is being promoted through a variety of marketing vehicles including public relations, direct mail, email blasts, teaser postcards, event invitation mailings, at industry trade shows, training sessions, sales outreach, and integrated marketing promotions on both the Rockit Solutions, LLC (www.rockitco.com) and Rockefeller & Co., Inc. (www.rockco.com) Web sites.
About Rockit Solutions, LLC
Rockit Solutions, LLC (Rockit™), a wholly-owned subsidiary of global wealth management firm Rockefeller & Co., Inc., provides an industry leading wealth data aggregation and reporting solution for single-family and multi-family offices, high net worth individuals and financial institutions. Since 2000, the Rockit™ solution suite seeks to enable wealth holders and their advisors to make better financial decisions through Rockit™'s proprietary technology and services which allow complex data from multiple sources-custodians, managers, brokers, banks and others-to be aggregated, processed and reconciled daily with unsurpassed attention to accuracy and timeliness.
Rockit™ Command, with a powerful transaction processing system and an integrated general ledger, is the technology platform at the center of Rockit™'s comprehensive solution, providing a single view of information originating from multiple and diverse data sources.
The integral component of the solution suite is Rockit™'s Data Integrity Services, teams of professionals who leverage Rockit™ Command technology platform to provide family office services. Rockit™ Custom Reporting, Partnership and Trust Accounting Services are also available to meet the specific needs of our clients.
For more information about the Rockit™ solution suite and our professionals, please visit the website at http://www.rockitco.com/, or call 866.497.9111.
About Rockefeller & Co., Inc.
Headquartered in New York and with offices in Boston and Washington, DC, Rockefeller & Co., Inc. is a leading global wealth management firm that provides comprehensive wealth and investment management services to a diversified client base of high net worth individuals, families, trusts, foundations and endowments. Independent and privately-owned, the firm has three wholly owned subsidiaries: The Rockefeller Trust Company, a New York limited purpose trust company, The Rockefeller Trust Company (Delaware), a Delaware limited purpose trust company, and Rockit Solutions, LLC, which provides wealth data aggregation and reporting solutions for single-family and multi-family offices, high net worth individuals and financial institutions. Rockefeller & Co. was incorporated in 1979 and registered with the Securities and Exchange Commission in 1980 as an investment advisor.