Wealth Management Newport Beach
450 Newport Center Drive, Suite 280, Newport Beach, CA 92660
T: 949-891-0039
Our Newport Beach Wealth Managers help cultivate the success you’ve worked so hard to achieve.
And we do so anchored by our methodology of comprehensive alignment. We become immersed in who you are, embracing your vision for yourself and your family, and, ultimately, for your legacy.
Our Services
Unlike traditional financial advisory firms, we do not assign you a category or plan based on a risk profile or time horizon. We’re a steadfast ally that helps uncover and align a plan based on what is most important to you. Our Boise Wealth Managers create a custom financial plan based on your vision.
Multi-family office
Unlike traditional financial advisory firms, we do not assign you a category or plan based on a risk profile or time horizon. We’re a steadfast ally that helps uncover and align a plan based on what is most important to you. Our Newport Beach Wealth Managers create a custom financial plan based on your vision.
PRIVATE INVESTING
Investing capital in private markets is at the core of our focus and expertise, and we’ve been doing it successfully for over 15 years. We believe the ability to effectively allocate capital beyond traditional public markets (equity and fixed income) is central to successful portfolio outcomes.
Non-public markets are often less efficient and regularly yield superior valuations, risk profiles, and tax efficiency than public-market investments. It’s an area that is difficult for most advisors to get right, but Caprock is uniquely equipped to conduct due diligence, create access to private investing opportunities, and negotiate preferential terms for our clients (fees, minimums, and liquidity provisions).
Along with our team of investment professionals nationwide, the Caprock investment team in Newport Beach offers a depth of experience in public and non-public investing, a diversity of industry backgrounds, and the expertise in developing tailored solutions to manage the complex needs of ultra-high-net-worth clients.
Impact Investing
We work with clients across the “impact continuum,” from those who are deeply committed to a portfolio 100% invested through an impact lens, to those whose families are genuinely interested but have not yet deployed capital or defined their mission. We meet with families where they are today and work with them to develop a strategy that aligns with their values and vision.
We have created a process over years of working with large, complex families that is comparable to the interaction between a CEO, CFO, and CIO in the business world.
Chief Executive Officer
Client Family
Chief Financial Officer
Caprock
Chief Investment Officer
Caprock
Balance Sheet Analysis
Entity Analysis
Liquidity Planning
Liability Mapping
Generational Planning
Charitable Giving
Advisor Coordination
Risk Management
Asset Allocation Modeling
Portfolio Execution
Pipeline Management
Manager Due Diligence
Terms & Structuring
Performance Monitoring
Forecasting
Cash Flow Management
Tax Management
Reporting
Who We Serve
We are proud to provide trusted family office services for high-net-worth individuals and their families with diverse needs, including:
Entrepreneurs
Founders and executives who have built and/or exited private companies.
Professional Investors
General partners and fund managers from the venture capital, private equity, real estate, and public equity sectors.
Pioneering Impact Investors
Innovators helping shape the industry.
PROFESSIONAL ATHLETES
Current and future Hall of Fame athletes.
HIGH-PROFILE BUSINESS & GOVERNMENT LEADERS
Fortune 50 senior executives, public company board members, members of U.S. Congress, the Federal Reserve Board of Directors, and Governors.
GENERATIONAL WEALTH FAMILIES
Multi-generational families with complex balance sheets and legacy planning needs.
Connect with Our Newport Team
Caprock’s advisors place a premium on treating you as a person, not a portfolio.
Let’s Connect
Please fill out the form to get in touch.