Tech-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 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...
View ArticleWhy Wealthy Investors Should Choose a Multi-Family Office vs. a Big Bank
One of the knock-on effects of the Great Wealth Transfer, which will see an estimated $124 trillion change hands through 2048, according to Cerulli Associates, is a growing demand for a multi-family...
View ArticleCaprock Taps Experienced M&A Leader as Head of Corporate Development
Frank Giuliano to lead the firm’s inorganic growth BOISE, Idaho, May 21, 2025 —Caprock, a leading multi-family office Registered Investment Advisor (RIA) serving ultra-high-net-worth clients, today...
View ArticleCaprock Rises in USA Today’s Ranking of Best Financial Advisory Firms
BOISE, ID, May 16, 2025 – Caprock, a leading multi-family office Registered Investment Advisor (RIA) serving ultra-high-net-worth clients, has been recognized again by USA Today as one of the nation’s...
View ArticleCaprock Taps Veteran Investment Officer Vivek Jindal as CIO
BOISE, Idaho, June 04, 2025 — Caprock, a leading multi-family office Registered Investment Advisor (RIA) serving ultra-high-net-worth clients, has appointed seasoned investment professional Vivek...
View ArticleCaprock Welcomes Sandy Nixon to Growing Client Advisor Team
BOISE, Idaho, June 13, 2025 — Caprock, a leading multi-family office Registered Investment Advisor (RIA) serving ultra-high-net-worth clients, announced Alexander “Sandy” Nixon has joined the firm as...
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Case Study: How a GP Gained Financial Control
Reducing Concentrated Risk, Preserving Liquidity, and Mitigating Taxes Executive Summary Even the most seasoned investors need guidance in managing complexity. As a General Partner (GP) at a leading...
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