📘2025 Bestseller in Wealth Management

What Would the Rockefellers Do?

How the Wealthy Get and Stay That Way—
and How You Can Too

Discover the proven strategies America's wealthiest families use to build, protect, and pass on generational wealth. Learn how properly structured whole life insurance can become your financial foundation.

Schedule Your Consultation Learn the Method

6 Generations

Rockefeller wealth preservation

Proven Results

For qualified individuals

What Would the Rockefellers Do? Book Cover

The Family Legacy Rings

The Rockefeller Method centers on four interconnected elements that work together to perpetuate your legacy beyond monetary wealth.

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Family Office

Create your own fractional or virtual Family Office with integrated financial professionals working together for your family's success.

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Family Retreat

Regular gatherings that foster trust, structure, and traditions while transferring values and philosophies to your heirs.

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Family Constitution

A living document that uses incentive-based planning to ensure your heirs become wise stewards of family resources.

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Rockefeller Trust

A specialized trust structure that owns optimally funded life insurance contracts for multi-generational wealth preservation.

"Own nothing, control everything" — The Rockefeller family mantra

Learn how to implement these strategies with properly structured whole life insurance as your financial foundation.

Is the Rockefeller Method Right for You?

Our certified advisors work with individuals and families who are serious about building generational wealth. See if you qualify for a personalized consultation.