Caprock is a privately owned, multi-family office providing ultra-high-net-worth clients financial planning & investing services fully aligned with their vision.

Established in 2005, Caprock is a multi-family office focused on the unique needs of the clients and families we serve with wealth management aligned to your goals.

Caprock’s team is strategically positioned throughout the United States to offer personalized strategic advice to our clients, no matter their location. As a Caprock client, you’ll benefit from our team’s …

Caprock is a multi-family office that is well-suited for individuals and families with investable assets in excess of $10 million. This is due to our emphasis on non-public markets and a comprehensive …

This website is intended to provide general information about Caprock and is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or …

Mar 19, 2024 · The deal marks Caprock’s first acquisition, reflecting the firm’s desire to drive strategic growth and enhance the bespoke services it provides to clients. The combination brings Caprock’s …

Caprock goes beyond mere investment execution: we manage your entire balance sheet in true alignment with all your objectives. Our independence grants us the freedom to make the best …

Discover Caprock's expertise in the most highly sought after private investment opportunities. Unlock exclusive access to alternative investment opportunities.

This website is intended to provide general information about Caprock and is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or …

Discover Caprock's comprehensive wealth management expertise to meet your unique financial needs. We have the expertise and resources to navigate the ever-changing financial world.