Caprock

Seasoned wealth advisor, Greg Mech, shares valuable insights from his experience working with families to build and preserve their wealth for future generations.

High-net-worth individuals frequently use donor-advised funds (DAFs) and private foundations to achieve their philanthropic goals. This article examines the distinct advantages and disadvantages of each, including structures, laws, and tax deductions.

Employees of fast-growing companies may find themselves holding substantial equity positions that remain illiquid until a triggering event like an IPO or sale. The goal is not simply to “unlock liquidity,” but to understand when and whether doing so makes strategic sense. Secondary sales transform "locked-up" wealth into actionable resources, empowering holders to balance present needs with long-term potential.

Exiting a business comes with a set of hurdles. And if you don’t know where to look, it can be easy to stumble over one – or many – of them. Even issues that may seem minor can quickly manifest into big problems. Caprock’s experienced team of advisors can help you develop a transition plan based on your long-term goal while avoiding common mistakes.

Navigating the transition between business equity and personal wealth requires an experienced team that can help you navigate the complexities of harvesting equity while mitigating risks and taxes. Caprock helps entrepreneurs and executives make confident, strategic decisions before and after a liquidity event.

Over $2 billion invested with impact intentionality across hundreds of funds has proven that Caprock can design customized portfolios that cover the impact spectrum. Discover more ways to invest in what matters most to you.