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 their single-family office, passed away, leaving the next generation in search of a solution to manage a complex estate with a heavy focus on real estate. Honoring the values of the patriarch, who had strong views on the power of compounding and philanthropy, the family engaged Caprock to begin the process of creating bespoke portfolios for each family branch.
By engaging the advisors at Caprock, who are familiar with such scenarios and the complexities of generational wealth structures, the Jones family was able to simplify the complexity of their wealth and diversify their portfolios while having their individual – and often conflicting – needs met.
At a Glance
- Complex, ultra-high-net-worth family
- Patriarch set up a single-family office before passing
- Second generation is now managing wealth together
- A complicated web of trusts
- Complex assets with significant cross-ownership
Read the Complete Case Study.
Find out how the Jones Family worked with Caprock to simplify the complexity of their wealth and diversify their portfolios while having their individual needs met.
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