Demystifying 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...
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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