Caprock Background & Overview Overview

General Information

Caprock is a multi-family office headquartered in Boise. Serving ultra-high-net-worth families, the firm provides investment advisory, financial planning, and outsourced chief investment and financial officer services. Caprock structures portfolios across asset classes and integrates impact investing according to client objectives. The team tailors solutions to each family’s needs—offers comprehensive wealth management and fiduciary oversight for clients seeking alignment and transparency in their financial affairs.