Caprock
Caprock is a multi-family office based in the United States, providing wealth management services to ultra-high-net-worth clients. Founded in 2005, it manages over $11 billion in assets and offers tailored investment strategies.
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Overview
Caprock is a multi-family office that provides dedicated wealth management services, aligning strategies with the specific needs of high-net-worth individuals and families. Founded in 2005, Caprock specializes in wealth management and investment services for clients with investable assets exceeding $10 million. The firm invests in both public and private markets, focusing on private investments. Their comprehensive services include financial planning, estate planning, tax optimization, and philanthropic management. With a diverse clientele that includes entrepreneurs, professional investors, and generational wealth families, Caprock tailors its strategies to meet the unique requirements of each client.
Focus
Caprock specializes in wealth management and investment services for ultra-high-net-worth clients, particularly those with investable assets exceeding $10 million. The firm invests in both public and private markets, with a significant emphasis on private investments. Their services include comprehensive financial planning, estate planning, tax optimization, and philanthropic management, employing a multi-family office approach to tailor strategies for each client.
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