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 Newport Beach Wealth Managers create a custom financial plan based on your vision.

Multi-family office

For the financially successful, wealth can be as complex as a corporation.

With complex balance sheets including business entities, real estate and other assets, charitable organizations, taxable or tax-exempt status, cash flow and liquidity concerns, multiple generations of stakeholders, and various advisors, our Newport Beach multi-family office serves clients and families who need something more than traditional investment advisors can support.

As a multi-family office and a single point of contact for daily administration, we assist in bringing order to what might occasionally seem like chaos.

We have created a process over years of working with large, complex families that is comparable to the connection between a Chief Executive Officer (CEO), Chief Financial Officer (CFO), and Chief Investment Officer (CIO) in the business world.

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.

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


Cash Flow Management

Tax Management


Who We Serve

We are proud to provide trusted family office services for high-net-worth individuals and their families with diverse needs, including:


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.


Fortune 50 senior executives, public company board members, members of U.S. Congress, the Federal Reserve Board of Directors, and Governors.

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Generational WEalth Families

Multi-generational families with complex balance sheets and legacy planning needs

Contact Us

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