Caprock Legacy Partners
Information by Research TrustFinance
Caprock Legacy Partners is an SEC-registered investment adviser operating as a multi-family office based in Midland, Texas. The firm provides holistic wealth management services, including investment management, family governance, and strategic philanthropy, with a mission to safeguard and enhance the financial legacies of the high-net-worth families it serves. They act as fiduciaries, focusing on delivering objective advice and comprehensive oversight for all aspects of their clients' financial lives.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial