Caprock is a privately owned, multi-family office providing ultra-high-net-worth clients financial planning & investing services fully aligned with their vision.

Caprock’s team is strategically positioned throughout the United States to offer personalized strategic advice to our clients, no matter their location. As a Caprock client, you’ll benefit from …

Established in 2005, Caprock is a multi-family office focused on the unique needs of the clients and families we serve with wealth management aligned to your goals.

Caprock is a multi-family office that is well-suited for individuals and families with investable assets in excess of $10 million. This is due to our emphasis on non-public markets and a …

Caprock goes beyond mere investment execution: we manage your entire balance sheet in true alignment with all your objectives. Our independence grants us the freedom to make the best …

Mar 19, 2024 · The deal marks Caprock’s first acquisition, reflecting the firm’s desire to drive strategic growth and enhance the bespoke services it provides to clients. The combination …

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 …

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 …

Caprock is independent, as opposed to other firms that are constrained by corporate sales needs and conflicts of interest. Established in 2005, Caprock transcends the execution of …

Discover Caprock’s Boise multi-family office—trusted by UHNW families for private investing, impact strategies, and personalized wealth management.