Professional
Investors
Financial Clarity, Diversity, and Access for the Most Discerning Private Investors
You’ve spent your professional life raising money, analyzing companies, sizing up leaders, and making difficult decisions about where to deploy funds. Now let us do the same – and more – for you.
Caprock’s team has spent decades acting as chief financial officers for successful professional investors and their families. Indeed, we understand that, given the demands and nature of your role, your needs transcend wealth management, expanding into all areas of your life.
That’s why we take stock of all your assets and liabilities – no matter how complex or challenging to calculate – so that you will always have an up-to-date, clear, and complete picture of your financial situation.
Laser Focus on Your Financial Goals
We also appreciate that you are accustomed to working with professionals with specialized expertise and having access to bespoke investment strategies, including gaining early entry into potential unicorns or under-the-radar, non-public investment opportunities.
GP Guide
Download our guide, “Reaching the Next Pinnacle,” and learn more.
What You Can Expect From Caprock
Multi-family office support that includes income generation, liquidity planning, tax management, and proprietary reporting capabilities
Access to a highly curated selection of public and private investment options
Tailored investment strategies designed to provide you with complementary or diverse portfolios to avoid concentrating in one industry
Additional Resources
Private Equity Valuations Aren’t Crazy
What if short-term volatility in public markets is a bug, not a feature?
We look forward to sharing all the ways we can help you maximize your success.
“Caprock came highly recommended when we were looking for a firm that could manage our investments and tap into opportunities that we hadn’t yet accessed. We value the full-service aspects of the family office and the expertise in alternatives.”
Mike A.
Caprock Client