Company News / 12.05.2012
Local Family Wealth Management Firm Added to Elite List of Leading Wealth Advisors
Caprock Now Included on Family Office Exchange
Caprock, a multi-family office with offices in San Jose, California, Seattle, Washington, Park City, Utah, and Boise, Idaho, is now one of 33 family offices in the world on the Family Office Exchange (FOX) list of Leading Wealth Advisors, Caprock announced today. Caprock is the only firm on the FOX list of Leading Wealth Advisors with an office in Utah and Idaho, and including Caprock, there are eight firms on the list with an office in the Bay Area and three with an office in Seattle.
“Everyone at Caprock is extremely honored to be included in such elite company,” said Bill Gilbert, a managing director in Caprock’s Boise office. “FOX has developed a list of firms capable of delivering integrated wealth advice to families with more than $20 million in investable assets. Financially successful families have more complex needs that require the expanded capabilities of an integrated wealth advisor like Caprock.”
FOX reviews firms based on 10 criteria that have been derived from years of industry research and consulting experience. The screening verifies that firms on the FOX list of Leading Wealth Advisors possess financial strength, management experience, business model, and resources to provide a full range of integrated wealth advice to families, including investment management, tax planning, estate planning, philanthropy, and owner education.
Caprock is a multi-family office firm with offices in San Jose, California, Seattle, Washington, Park City, Utah, and Boise, Idaho. Caprock develops customized, comprehensive and strategic financial solutions for ultra-high net worth families who lack the time or expertise to do so on their own. Every decision is based on careful analysis that suffers no outside pressure and that has only one goal: to protect and grow their clients’ wealth. Caprock’s team of experts and proprietary technologies deliver transparent, comprehensive and understandable performance reporting to families who demand the highest level of service and results. The firm is one of 33 worldwide on the Family Office Exchange (FOX) list of Leading Wealth Advisors. For more information, visit www.thecaprockgroup.com.
About Family Office Exchange:
Family Office Exchange supports a global member network of wealthy families and their advisors who are pursuing best practices for optimal management of their families’ wealth and legacy. The community includes over 6,000 people from 650 organizations in 20 countries who utilize FOX’s resources each year for advice, networking, education, and comparative metrics.
FOX is headquartered in Chicago and London, with offices in New York and Boston. For more information about FOX, visit www.familyoffice.com.
Contact Bill Gilbert with questions at 208-368-9600.