Bridger PenningtonFund Launch & Investment Expert

How The Rockefeller’s Avoided Losing Their Money 👀

5 Jun 2025 · 1 min

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The Rockefellers created an internal family bank where members had to apply for loans from a five-person committee. All family assets went into one fund, giving them tight control over capital and protection from market swings. A wealth strategy still used today.

Chapters

The Rockefellers created what they called a family bank. Now, I want to put bank in air quotes. It wasn't actually like a bank, but this is something that you could maybe even do today. They said this, we're gonna have all the money go into a quote-unquote bank, and we have appointed 5 people who are gonna act as the loan committee, the loan officers, right? And what we're gonna do, if anybody in this group, maybe our G3 or G4 or family or friends, whoever, wants to have money from us, you've got to come over here and you apply for a loan, and the loan officers will either approve or deny your loan.