Press Release

Rockit Solutions, LLC & Rockefeller & Co., Inc. to Host ROC'08 Wealth Management Forum at The Times Center in New York on December 2, 2008

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Posted 06 October 2008 @ 08:45 am ET

STAMFORD, Conn. and NEW YORK, Oct. 6 /PRNewswire/ -- Rockit Solutions, LLC(Rockit(TM)) a wholly-owned subsidiary of Rockefeller & Co., Inc. and anindustry-leading wealth data aggregation, reconciliation, and reportingsolution designed specifically for family offices, ultra high net worthindividuals and financial institutions, and Rockefeller & Co., Inc., a leadingglobal wealth management firm that provides comprehensive wealth managementservices to a diversified client base of high net worth individuals, families,trusts, foundations, endowments, and other institutions in the U.S. and aroundthe world, will host a wealth management forum "Wealth Management in a GlobalEconomy" at The Times Center in New York, 242 West 41st Street & EighthAvenue, on December 2, 2008.

This invitation only, one-day event is designed exclusively to focus ontrends and technological solutions for the ultra high net worth market andbrings together individual wealth holders and their advisors in an intimatesetting suitable for interaction and collaboration. The program will featureindustry experts and notable keynote speakers, including Steve Forbes,Chairman and CEO of Forbes, Inc., and Editor-in-Chief of Forbes Magazine, andRobert Frank, author of Richistan, and senior special writer for The WallStreet Journal, who will share insights and discuss a variety of commonchallenges to be faced in today's global economy. The day will end with aprivate reception and gala dinner, all held at The Times Center, a renownedvenue in the heart of New York's Times Square. Limited seating is available.

"We are delighted to have an opportunity to launch this wealth managementevent in collaboration with our parent company, industry notables and esteemedexperts," said Rockit(TM) CEO and President, Roy C. King. Rockefeller & Co.,Inc. President and CEO, James S. McDonald, added, "It is an honor to be in thecompany of some of the world's most well known industry experts and thoughtleaders. We are confident that ROC'08 will have far reaching impact for allwho attend."

Platinum, Gold, and Silver sponsors are being sought in the areas of:media, research, accounting, and the luxury market. Each degree of sponsorshipincludes a high degree of visibility and opportunity. For further details,please visit www.rockitevents.com, or contact Rockit Event Headquarters byphone at 1-888-504-0003.

This one-day exclusive event is being promoted through a variety ofmarketing vehicles including public relations, direct mail, email blasts,teaser postcards, event invitation mailings, at industry trade shows, trainingsessions, sales outreach, and integrated marketing promotions on both theRockit Solutions, LLC (www.rockitco.com) and Rockefeller & Co., Inc.(www.rockco.com) Web sites.

About Rockit Solutions, LLC

Rockit Solutions, LLC (Rockit(TM)), a wholly-owned subsidiary of globalwealth management firm Rockefeller & Co., Inc., provides an industry leadingwealth data aggregation and reporting solution for single-family andmulti-family offices, high net worth individuals and financial institutions.Since 2000, the Rockit(TM) solution suite seeks to enable wealth holders andtheir advisors to make better financial decisions through Rockit(TM)'sproprietary technology and services which allow complex data from multiplesources-custodians, managers, brokers, banks and others-to be aggregated,processed and reconciled daily with unsurpassed attention to accuracy andtimeliness.

Rockit(TM) Command, with a powerful transaction processing system and anintegrated general ledger, is the technology platform at the center ofRockit's comprehensive solution, providing a single view of informationoriginating from multiple and diverse data sources.

The integral component of the solution suite is Rockit(TM)'s DataIntegrity Services, teams of professionals who leverage Rockit(TM) Commandtechnology platform to provide family office services. Rockit(TM) CustomReporting, Partnership and Trust Accounting Services are also available tomeet the specific needs of our clients.

For more information about the Rockit(TM) solution suite and ourprofessionals, please visit the website at http://www.rockitco.com/, or call866.497.9111.

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 thatprovides comprehensive wealth and investment management services to adiversified client base of high net worth individuals, families, trusts,foundations and endowments. Independent and privately-owned, the firm hasthree wholly owned subsidiaries: The Rockefeller Trust Company, a New Yorklimited purpose trust company, The Rockefeller Trust Company (Delaware), aDelaware limited purpose trust company, and Rockit Solutions, LLC, whichprovides wealth data aggregation and reporting solutions for single-family andmulti-family offices, high net worth individuals and financial institutions.Rockefeller & Co. was incorporated in 1979 and registered with the Securitiesand Exchange Commission in 1980 as an investment advisor.

Press and Business Contact: Joseph Kuo Kekst and Company (212) 521-4863 joe-kuo@kekst.comSOURCE Rockit Solutions, LLC


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