Mark Berryman and Nick Flores Featured as Guest Speakers on ‘My Climate...
Mark Berryman and Nick Flores, Managing Directors of Impact Investments at Caprock, were interviewed on the My Climate Journey podcast hosted by Jason Jacobs. The podcast helps bring information to...
View ArticleDonor-Advised Funds: A Flexible and Easy Way to Give
Donor-advised funds (DAFs) have become increasingly popular in the world of charitable giving. In fact, according to the National Philanthropic Trust, there are nearly two million DAF accounts in the...
View ArticleICM Selects Mark Berryman as the Recipient of the 2024 LP Leader of the Year...
BOISE, ID, December 18, 2023 – Mark Berryman, Managing Director at Caprock, has been selected by Impact Capital Managers to receive the 2024 LP Leader of the Year Award. The award is intended to be...
View ArticleSigns You Need a Multi-Family Office
How do you know the multi-family office experience will suit you? Over the last few years, Americans have navigated many challenges, including mounting partisanship, a global pandemic, rising...
View ArticleBuilding Your Legacy: How to Ensure a Successful Transition When Selling Your...
By Whitney Warmack, Caprock Managing Director and Client Advisor Among the thousands of small businesses nationwide worth over $100 million, an overwhelming majority are privately held. Notably, most...
View ArticleCaprock Named Family Office of the Year by Wealth Solutions Report
Boise, ID February 1, 2024 – Wealth Solutions Report (WSR) has named Caprock, a leading multi-family office Registered Investment Advisory (RIA) as Family Office of the Year. “We are thrilled to be...
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The Dangerous Democratization of Alternatives
By Chris Schelling, Managing Director of Private Markets Part one in a two-part series Alternative investments like private equity and hedge funds have long been the near-exclusive purview of...
View ArticleCaprock Announces Acquisition of Grey Street Capital
Teams will unify and operate under the Caprock brand, bringing aligned expertise and enhanced service to ultra-high-net-worth clients. BOISE, Idaho – March 19, 2024 – Caprock, a leading multi-family...
View ArticleThe Dangerous Democratization of Alternatives Part 2: Rise of “Retail Alts”
By Chris Schelling, Managing Director of Private Markets This is part two in a two-part series. If you haven’t read part 1, it can be found here. In this changing landscape, a new business model has...
View ArticleDoing Well by Doing Good – Busting Impact Investing Myths
By Nicki Northcott, Client Advisor As a wealth manager at a firm known for its strength in impact investing, I am often asked by friends, family members, and clients to demystify the topic. It’s no...
View ArticleUSA Today Recognizes Caprock on Best Financial Advisory Firms 2024 List
BOISE, ID, April 23, 2024 – Caprock, a leading multi-family office, has earned ranking on USA Today’s Best Financial Advisory Firms list. The firm ranked No. 15 on the list of firms with more than $5...
View ArticleChris Schelling Featured as Guest Speaker on Dakota Live! Podcast
Managing Director of Private Markets at Caprock, Chris Schelling, was recently invited to speak on the Dakota Live! Podcast hosted by Robert Morier. In the episode titled “Mapping the Future of...
View ArticleCaprock Hires Bennie Fowler III as Director of Strategic Development
Executive Leadership Coach and Former NFL Wide Receiver and Super Bowl Champion Joins to Enhance Growth and National Presence of Leading RIA BOISE, Idaho, May 21, 2024 — Caprock, a top multi-family...
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Everyone Wants to Invest in AI. Where Are the Best Opportunities?
By Erik Jensen, Client Advisor On the surface, the ongoing artificial intelligence boom came out of nowhere. As with all things, though, that depends on your perspective. Technically, AI is not a...
View ArticleCaprock Rises in Financial Advisor Magazine Ranking of Top RIAs
Caprock Jumps to No. 74 in Second Appearance on the Annual List BOISE, Idaho, July 17, 2024 — Caprock, a leading multi-family office Registered Investment Advisor (RIA) serving ultra-high-net-worth...
View Article10 Questions to Ask Your Financial Advisor
With approximately 330,000 personal financial advisors in the United States, choosing an advisor to help you make financial decisions that safeguard and grow your wealth is critical and can be...
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Behind the Curtain: An Inside Look at Investment Costs
By Tim Simon, Client Advisor I’ve spent my career cultivating relationships with high-net-worth individuals, family offices, and institutions, in both public and private investing. Through that...
View ArticleCaprock Rises in Barron’s Top 100 RIAs Ranking
Boise, ID September 18, 2024 – Caprock, a leading multi-family office Registered Investment Advisory (RIA) firm, has been named to Barron’s Top 100 RIA Firms list for the third consecutive year. The...
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From Ballot to Balance Sheet: Analyzing the Impact of Presidential Elections...
With another presidential election upon us, many investors may wonder what could happen to their wealth once the votes have been counted. As the leading economic and military power in the world,...
View ArticleSingle 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...
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