Caprock Family Office Overview

General Information

Caprock Family Office is a multi-family office headquartered in Newport Beach. Founded in 2005 by former Smith Barney advisors Bill Gilbert and Gregory Brown, its wealth originates from financial-services entrepreneurship and expands by stewarding the complex assets of ultra-high-net-worth families. The firm designs endowment-style allocations spanning public and private markets, integrates impact considerations, and aligns every mandate to clients’ long-term goals—delivers holistic balance-sheet management.