Wealth Management Seattle

Wealth can be as complex as a corporation for some clients, with business entities, real estate and other assets, charitable organizations, taxable/tax-exempt status, cash flow and liquidity concerns, multiple generations of stakeholders, and various advisors.

The Caprock team’s depth of experience, diversity of backgrounds, and unmatched in-house expertise are all tailored to manage the complex needs of ultra-high-net-worth clients. As a family advocate 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 CEO, CFO, and CIO in the business world.

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, and negotiate preferential terms for our clients (fees, minimums, liquidity provisions).

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.