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Case Study: How a Second-Generation Family Succeeded in Untangling a Web of Complex Assets

Case Study: How a Second-Generation Family Succeeded in Untangling a Web of Complex Assets

3 Tax Mitigation Strategies for Sophisticated Investors

3 Tax Mitigation Strategies for Sophisticated Investors

Caprock Welcomes Veteran Advisor David Solow to Chicago Office

Caprock Welcomes Veteran Advisor David Solow to Chicago Office

Charitable Giving Strategies: Donor-Advised Funds vs. Private Foundation

Charitable Giving Strategies: Donor-Advised Funds vs. Private Foundation

Tech-Driven Public Market Investing: Process Over Predictions

Tech-Driven Public Market Investing: Process Over Predictions

Momentum: The Growth of Impact Investing

Momentum: The Growth of Impact Investing

Case Study: Post-Sale, a Young Entrepreneur Faces an Age-Old Question. Now What?

Case Study: Post-Sale, a Young Entrepreneur Faces an Age-Old Question. Now What?

Demystifying Private Market Investing

Demystifying Private Market Investing

Single-Family Office vs Multi-Family Office: Understanding the Differences and Selecting Which is Best for You.

Single-Family Office vs Multi-Family Office: Understanding the Differences and Selecting Which is Best for You.

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The Caprock Group, LLC (“Caprock”) is an SEC Registered Investment Advisor. This website is intended to provide general information about Caprock and is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. All content is for informational purposes only and may not constitute a complete description of available investment services. Registration with the SEC does not imply a certain level of skill or training. All featured testimonials were given by current clients. Clients were not compensated in any form. ¹Data as of 2/28/25.

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