Michael Outlaw, president of Rockefeller Global Family Office.
Rockefeller Global Family Office last week announced it is establishing a presence in Naples, Florida, with the addition of Coplin Wealth Partners.
Coplin Wealth Partners, previously with Morgan Stanley, advises ultra-high-net-worth individuals and families and has around $1 billion in assets under management. It is led by Steven Coplin, private advisor and managing director. The team also includes Ryan Sherman, private advisor and senior vice president; Lynette Susi and Caroline Coplin, both private advisors and vice presidents; Ashley Gegenwarth, chief operating officer and vice president; Biagio Delboccio, client relationship associate; and Phoebe Coplin, client associate.
The group will report to Kristen Sario, southeast regional president of Rockefeller Global Family Office.
Michael Outlaw, president of Rockefeller Global Family Office, told ThinkAdvisor that Coplin Wealth Partners was the right choice, in part, because of their deep knowledge of the Naples market.
"The team is a strong culture fit and supports clients who have complex needs and will benefit from Rockefeller's extensive platform," he said.
In Florida, Rockefeller Global Family Office also maintains offices in Boca Raton, Fort Lauderdale, Palm Beach Gardens, Ponte Vedra, Wellington and Winter Park.
While Rockefeller Global Family Office's advisors serve clients nationwide, Outlaw said it was important for them "to establish a presence where … clients spend time while bringing the full capabilities of our platform."
"Naples continues to have meaningful growth in private wealth and has become an important market for us to help serve high-net-worth and ultra-high-net-worth clients who live there year-round or for part of the year," he said.
Based in New York City, Rockefeller Global Family Office is the wealth management division of Rockefeller Capital Management, which was established in 2018 as an independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has offices in 32 markets throughout the U.S., as well as an office in London. As of March 31, the firm was responsible for $203 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Global Investment Management and Rockefeller Global Investment Banking.
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