Professional Investors

Let’s start a conversation. Call 1-866-311-5292 to speak with an advisor.

Family Dynamics Guide Cover

GP Guide

Download our guide, “Reaching the Next Pinnacle,” and learn more 

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.   

What You Can Expect From Caprock 

Career icon

Multi-family office support that includes income generation, liquidity planning, tax management, and proprietary reporting capabilities 

Career icon

Access to a highly curated selection of public and private investment options 

Icon representing High Profile Business & Government Leaders

Tailored investment strategies designed to provide you with complementary or diverse portfolios to avoid concentrating in one industry 

Additional Resources

Private Equity

Private Equity Valuations Aren’t Crazy

What if short-term volatility in public markets is a bug, not a feature?

Caprock Rock Graphic

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

Caprock C Icon

We Look Forward to Sharing All the Ways We Can Help You Maximize Your Success.

Pin It on Pinterest