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   * Multi-Family Office
   * Managing Complex Wealth
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   * Entrepreneurs
   * Business and Government Leaders
   * Generational Wealth Families
   * Impact Investors
   * Professional Athletes
 * Insights
   * Articles & Media
 * Join Us
   * Become a Client
   * Strategic Partners
   * Careers

 * About
   * The Caprock Difference
   * Our Team
   * Locations
 * Expertise
   * Multi-Family Office
   * Managing Complex Wealth
   * Private Investing
   * Integrated Impact Investing
 * Clients
   * The Experience
   * Professional Investors
   * Entrepreneurs
   * Business and Government Leaders
   * Generational Wealth Families
   * Impact Investors
   * Professional Athletes
 * Insights
   * Articles & Media
 * Join Us
   * Become a Client
   * Strategic Partners
   * Careers

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Slide 2


DEDICATED WEALTH MANAGEMENT FOR THE EXCEPTIONAL FEW.




Where complex wealth meets skilled advisors.


CAPROCK DELIVERS CLARITY WHILE UNLOCKING HIGHLY DESIRABLE OPPORTUNITIES.

Join our circle of high-net-worth clients

8.5
$11.3
B

under advisement 1

$4.7
B

invested in private markets 1

$2.3
B

Deployed with impact intentionality 1

403


Families served 1

3.7
$11.3
B

under advisement 1

$4.7
B

invested in private markets 1

$2.3
B

Deployed with impact intentionality 1

403


Families served 1

2.1
$11.3
B

under advisement 1

$4.7
B

invested in private markets 1

$2.3
B

Deployed with impact intentionality 1

403


Families served 1

308
$11.3
B

under advisement 1

$4.7
B

invested in private markets 1

$2.3
B

Deployed with impact intentionality 1

403


Families served 1


8.5 mobile
$11.3B


under advisement 1

$4.7B


INVESTED IN PRIVATE MARKETS 1

$2.3B


Deployed with Impact Intentionality 1

403

Families Served 1

3.7
$11.3B


under advisement 1

$4.7B


INVESTED IN PRIVATE MARKETS 1

$2.3B


Deployed with Impact Intentionality 1

403

Families Served 1

2.1
$11.3B


under advisement 1

$4.7B


INVESTED IN PRIVATE MARKETS 1

$2.3B


Deployed with Impact Intentionality 1

403

Families Served 1

2.1
$11.3B


under advisement 1

$4.7B


INVESTED IN PRIVATE MARKETS 1

$2.3B


Deployed with Impact Intentionality 1

403

Families Served 1




YOUR WEALTH FULLY ALIGNED


WITH YOUR VISION.



To us, intentional wealth management is as much about the industry standards we
reject as it is about our unwavering commitment to your desires. It’s a notion
of being purposeful, interwoven with the idea of being completely aligned with
growing your wealth and protecting your legacy through exclusive, curated
opportunities. We go beyond investment execution to manage your entire balance
sheet and holistically orient ourselves to every facet of your personal and
financial life.





Aligned


BESPOKE APPROACH



We bring congruency to complex wealth. As a multi-family office, our approach to
wealth management focuses on strategic management of all your assets—providing
deliberate balancing of lifestyle and cash needs, while delivering your full
financial picture in a single report.

Read More


Unlock


EXCLUSIVE ACCESS



We empower rare opportunities. You gain access to our complete investment
arsenal across six distinct public and private asset classes, including some of
the most exclusive private investment opportunities ranging from top-of-mind
future unicorns to under-the-radar non-public investments.

Learn More




BESPOKE APPROACH



We bring congruency to complex wealth. Our approach transcends the execution of
investments and focuses on strategic management of all your assets – providing
deliberate balancing of lifestyle and cash needs, while delivering your full
financial picture in one report.

Read More



EXCLUSIVE ACCESS



We empower rare opportunities. You gain access to our complete investment
arsenal across six distinct public and private asset classes, including some of
the most exclusive private investment opportunities ranging from top-of-mind
future unicorns to under-the-radar non-public investments.

Learn More


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EXCEPTIONAL TALENT



We are not traditional wealth advisors. We employ people from diverse industries
to form a powerful team with deep expertise across the full spectrum of
financial management, private investment asset classes, and client services to
provide you with a distinct multi-family office experience.

Meet The Team
“Caprock takes the big picture and synthesizes it all together for our family in
a way we didn’t see other advisors and groups doing. All of this is a process of
evolution day in and day out, we just feel like we’ve got someone watching out
for us.”

Mike M., Successful Business Leader [Caprock client]

Boise • Seattle • San Jose • Newport Beach • Park City • New York • Austin •
Chicago • Scottsdale • Winter Park

Get in Touch


Client Login

1-866-311-5292

Contact Us

The Caprock Group, LLC (“Caprock”) is an SEC Registered Investment Advisor. This
website is intended to provide general information about Caprock and is not a
solicitation or offer to sell investment advisory services except in states
where we are registered or where an exemption or exclusion from such
registration exists. All content is for informational purposes only and may not
constitute a complete description of available investment services. Registration
with the SEC does not imply a certain level of skill or training. All featured
testimonials were given by current clients. Clients were not compensated in any
form.  ¹Data as of 3/31/24.

Copyright © 2024 Caprock. All rights reserved.
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