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We are among the few firms nationwide licensed to guide clients through this powerful legacy system.
With the Rockefeller Method, you’ll learn how to:
Preserve and protect family wealth for generations.
Prevent entitlement while instilling responsibility and stewardship.
Pass on purpose—not just assets.
Design a strategy that outlives the people who created it.
Garrett Gunderson’s bestselling book that explains the Rockefeller Method in detail.
90% of estates fail by the third generation. The Rockefeller Method exists to change that.
Traditional estate planning often focuses on legal documents and asset transfer. But what’s missing is the structure—the system for communication, governance, and values that keeps a family aligned.
Most families fall into one of two traps: either their kids feel disconnected from the wealth, or they feel entitled to it. The Rockefeller Method is designed to prevent both.
This isn't about creating spoiled heirs. It's about building a family culture of stewardship, responsibility, and unity around shared values.
The Rockefeller Method integrates:
Purpose-driven planning that puts values at the center.
Dynamic governance systems that grow with your family.
Financial structures that protect, empower, and unify.
“It’s not about controlling from the grave. It’s about equipping the next generation to build, not just inherit.”
This is not a product. The Rockefeller Method is a comprehensive strategy. Here’s what we help you build:
Family Constitution
A written articulation of your family’s mission, values, and decision-making principles. This becomes the anchor for multi-generational unity.
High Cash-Value
Life Insurance
Used as the backbone of the Family Bank—providing liquidity, growth, protection, and intergenerational access to capital.
Structured
Trusts
Built for privacy, flexibility, and control. These legal entities provide protection from litigation, taxation, and family disputes.
Governance
and Roles
Define how decisions get made, who holds responsibility, and how the family meets, reviews, and evolves its plans.
Together, these tools form the core of the Rockefeller Method—turning wealth into a sustainable ecosystem.
The bestselling book that reveals the Rockefeller Method in detail.
Imagine your family gathering every year—not for a reading of a will, but for a structured family retreat. At this meeting, your children and grandchildren revisit your family’s mission, review stewardship decisions, discuss charitable giving, and assess the financial health of the family trust.
They’re not guessing what you would have wanted. They know—because you built the system with them.
In this model, financial education starts young, leadership is developed intentionally, and major family decisions are made with clarity—not conflict.
The result? A family that stays connected, aligned, and empowered across generations.
That’s the Rockefeller Method in action.
Schedule a Discovery Call to explore how the Rockefeller Method could fit your family.
We don’t drop a binder in your lap and walk away. We guide you through a strategic and personalized Rockefeller Method process:
Discovery & Visioning: Understand your legacy goals and family dynamics.
Constitution Creation: Codify your values, vision, and non-negotiables.
Protection Design: Implement whole life insurance as the family’s liquidity anchor.
Trust Strategy: Collaborate with your legal team to build enduring structures.
Family Integration: Introduce governance, education, and long-term rhythm.
“This isn’t about creating trust fund babies. It’s about building empowered stewards.”
Our job is to design the system that lets your legacy live longer than you do.
When the Rockefeller Method is implemented effectively, it provides:
Continuity of values alongside capital.
Protection from probate and unnecessary taxation.
Access to family capital through structured lending.
A plan that unites generations instead of dividing them.
Peace of mind that your life’s work is protected, multiplied, and directed with purpose.
The Rockefeller Method isn’t about money. It’s about meaning, structure, and family alignment.
Download your free copy of What Would the Rockefellers Do?
“Working with Brock Fortner has been a generational game-changer for my family... I can rest easier, knowing that my family is well protected through Brock’s carefully structured ‘family bank.’” —Audelino M., CEO
If you’ve built wealth and want it to endure—if you want your children and grandchildren to be equipped rather than entitled—the Rockefeller Method is your framework.
Whether your estate is $1 million or $100 million, this process helps you:
Protect your legacy from outside forces and internal disunity.
Build structures that evolve as your family grows.
Use your wealth to create meaning, not just material comfort.
We help business owners, executives, and wealth creators turn a net worth into a generational plan.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.