Rethinking

Wealth

Family Office is the Right Structure

We advocate on behalf of family decision-makers and assist you with the entirety of your wealth.

More About Us

Generate Wealth That Lasts Generations

We have wealth-sustaining solutions for your
family’s complex needs.

See Our Solutions

Direct Experience Matters

Don’t settle for a single expert when you can have a team of them.

Meet The Team
PORTFOLIOS MADE BY DESIGN

At Caprock, we build portfolios with intent and design. We develop a comprehensive understanding of both a family’s assets and their mission, and from this, we construct a framework with which to evaluate every decision. Against this backdrop, we continually monitor progress towards stated goals. The result of this approach is a portfolio by design rather than by default.

Our framework encompasses four distinct steps:

Discovery

Identify a family’s needs/goals and review current state of affairs.

Scenarios

Outline a range of options addressing return targets, risks and key constraints.

Solutions

Engage long-term asset allocation targets and transition plan.

Action

Implement the plan.

Our thought process is geared around four distinct concepts:

Composition of Returns

Yield generation vs. capital appreciation.

Liquidity

Needs and sources across asset classes.

Cash Flow

Needs, sources and timing.

Risk

Portfolio volatility vs. permanent loss of capital.

THE CAPROCK DIFFERENCE
Platform Agnostic

Unlike captive platforms, we source investment opportunities wherever they exist.

Experts Only

Deep understanding and experience with all the asset classes in which we invest.

Access

We have direct access to what we believe are the best and brightest managers.

Structuring

We negotiate fees and terms on your behalf, then pass the benefits to you.