Mark Rockefeller Launched Family Governance Platform
The platform provides financial advisors with AI-driven tools to help manage family history and values.
Updated on Oct. 2, 2026 in Financial Planning
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Mark Rockefeller, a co-founder of StreetShares, has launched a new platform called Century House. The service aims to assist financial advisors in retaining second-generation heirs through family governance.
Why it matters
Financial advisors face challenges in keeping assets under management when wealth passes to the next generation. Century House provides structured tools to help families document their values and history, facilitating better intergenerational wealth transitions.
Century House offers a suite of 27 tools designed for family governance and strategy. The platform has set a goal for 1 million families to adopt these new strategies.
The players
Mark Rockefeller
He is an entrepreneur who previously co-founded the veteran-focused financial firm StreetShares.
Century House
This organization provides a suite of tools designed to help financial advisors and families manage legacy and governance.
StreetShares
This former financial company utilized a reverse-auction loan structure before its acquisition in 2022.
The details
The platform utilizes AI-integrated tools to assist users in documenting family history and core values. This approach replaces the less formal methods used by the Rockefeller Family Association between 1905 and 1925.
Timeline
The Rockefeller Family Association documented family meetings between 1905 and 1925.
Mark Rockefeller co-founded the firm StreetShares in 2014.
StreetShares began using Regulation A+ debt offerings in June 2015.
The firm StreetShares was acquired by another entity in 2022.
Century House launched a free diagnostic tool for families in 2026.
Market Dynamics
The transition in Rockefeller's business model marks a departure from the high-compliance debt-offering environment established by the Regulation A+ framework. This move reflects a broader industry trend toward service-based wealth management tools.
Financial advisors may integrate these tools to better connect with their clients' heirs, potentially improving long-term portfolio stability. Individual investors can utilize the diagnostic tool to assess their family governance needs.
The takeaway
Effective legacy planning requires more than just financial management, as family values play a critical role in wealth preservation. Families should consider using structured diagnostic tools to bridge communication gaps across generations.
Further reading
For more on managing family wealth transitions, visit the Financial Planning section.
More information
To assess your own family governance, try the Century House free diagnostic tool.
Source note: This article includes information reported by Crowdfund Insider.
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Would you prefer your financial advisor provide guidance on family values beyond just managing your portfolio?
