Single Family Office vs Multi-Family Office: Understanding the Differences...
When ultra-high-net-worth (UNHW) individuals or families search for a wealth advisor, they often reach a crossroads: should they partner with a multi-family office (MFO) or create their own...
View ArticleDemystifying Private Market Investing
A Q&A with Chris Schelling, Managing Director of Private Markets In a nutshell, what’s the difference between private investment opportunities versus public markets? At the highest level,...
View ArticleMomentum: The Growth of Impact Investing
Insights from Mark Berryman, Managing Director of Impact Investments Impact investing is big business. According to a study by the Global Impact Investing Network (GIIN), more than $1.5 trillion is...
View ArticleTech-Driven Public Market Investing: Process Over Predictions
Navigating today’s public markets requires more than just picking the next winning stock. Emerging technologies, data-driven strategies, and a slew of new investment vehicles have created a complex...
View ArticleCase Study: Post-Sale, a Young Entrepreneur Faces an Age-Old Question. Now What?
Executive Summary In 2009, Andy, a successful young business owner, received a compelling and unexpected offer from a larger competitor and sold his business, with limited pre- or post-transaction...
View ArticleCase Study: How a Second-Generation Family Succeeded in Untangling a Web of...
Executive Summary A few years ago, the Jones family, as we’ll call them, came to us with challenges that we’ve seen many times before with ultra-high-net-worth families. Their patriarch, who managed...
View ArticleCharitable Giving Strategies: Donor-Advised Funds vs. Private Foundation
Choosing the right charitable giving strategy helps donors achieve their philanthropic intent, mitigate taxes, and support legacy planning and family engagement. With investor generosity soaring for...
View ArticleCaprock Welcomes Veteran Advisor David Solow to Chicago Office
BOISE, Idaho, Feb. 25, 2024 — Caprock, a leading multi-family office Registered Investment Advisor (RIA) serving ultra-high-net-worth clients, today announced David Solow has joined as Managing...
View Article3 Tax Mitigation Strategies for Sophisticated Investors
Did you know that unmitigated taxes can be a drag on your wealth? While the exact tax burden of ultra-high-net-worth families and individuals can vary significantly based on several factors including...
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Case Study: How a Second-Generation Family Succeeded in Untangling a Web of...
Executive Summary A few years ago, the Jones family, as we’ll call them, came to us with challenges that we’ve seen many times before with ultra-high-net-worth families. Their patriarch, who managed...
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