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Extraction Summary

6
People
10
Organizations
3
Locations
3
Events
2
Relationships
2
Quotes

Document Information

Type: News article (web printout)
File Size: 1.61 MB
Summary

This document is a printout of a 2012 Barron's article titled 'Rock of Ages' detailing the resilience of Rockefeller & Co. following the 2008 financial crisis and the suicide of its CEO, James S. McDonald, in 2009. The article highlights the leadership of successor CEO Reuben Jeffery III and discusses a strategic financial deal involving the sale of Société Générale's stake in the firm to Lord Jacob Rothschild's RIT Capital Partners. The document bears a House Oversight Bates stamp.

People (6)

Name Role Context
Richard C. Morais Author
Author of the Barron's article.
John D. Rockefeller Historical Figure
Founder of the family office in 1882.
James S. McDonald Former CEO
Former CEO of Rockefeller & Co. who committed suicide in September 2009.
Reuben Jeffery III CEO
Current CEO (as of 2012) of Rockefeller & Co.; former Goldman Sachs partner; former undersecretary of state under Geo...
George Bush Former President
Mentioned as the president under whom Reuben Jeffery III served as undersecretary of state.
Lord Jacob Rothschild Investor
Owner of RIT Capital Partners which purchased a stake in Rockefeller & Co.

Organizations (10)

Name Type Context
Rockefeller & Co.
Subject of the article; family-wealth advisor.
Barron's
Publisher of the article.
Rockefeller Family Trust
Entity owning 100% of the multifamily office's voting rights.
Goldman Sachs
Former employer of Reuben Jeffery III.
Société Générale Private Banking
French bank that bought a 37% share in Rockefeller & Co. in 2008 and sold it in 2012.
RIT Capital Partners
Investment vehicle for the London branch of the Rothschild family; purchased stake in Rockefeller & Co.
Baker Hughes
Mentioned in 'Most Popular' sidebar.
Qualcomm
Mentioned in 'Most Popular' sidebar.
Nvidia
Mentioned in 'Most Popular' sidebar.
Instinet
Mentioned in 'Most Popular' sidebar.

Timeline (3 events)

1882
John D. Rockefeller's family office founded.
N/A
2009-09
James S. McDonald committed suicide behind a car dealership.
Dartmouth, Mass.
2012-09
Sale of Société Générale's stake to RIT Capital Partners expected to close.
N/A

Locations (3)

Location Context
Location where James S. McDonald committed suicide.
Area where Reuben Jeffery III served as special advisor for development post-9/11.
Base of the Rothschild family branch.

Relationships (2)

Reuben Jeffery III Professional George Bush
Jeffery was Bush's undersecretary of state for economic, energy, and agricultural affairs.
Jeffery midwifed the sale of stake to Rothschild's RIT Capital Partners.

Key Quotes (2)

"Despite the turbulence of the period when I stepped in, it was a remarkably strong franchise and business"
Source
HOUSE_OVERSIGHT_012099.jpg
Quote #1
"It was a real testament to what had been created by generations long before me, including most of the people who are still here today."
Source
HOUSE_OVERSIGHT_012099.jpg
Quote #2

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