Gregory Brown

Co-CEO of Caprock, a multi-family office overseeing private-market access and balance-sheet-driven wealth management for ultra-high-net-worth families; experienced in capital formation and multi-generational planning.

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Sep 17, 2025 • 46min

E214: Inside Look into a $14B Multi-Family Office

Gregory Brown, Co-CEO of Caprock, shares insights on how ultra-high-net-worth families can strategically navigate private markets. He emphasizes a CFO-first approach to map liquidity and optimize investments. Brown discusses the importance of holding illiquid assets and offers strategies for avoiding forced sales during downturns. He highlights Caprock’s access to top deals like SpaceX and Palantir, and explores tax-efficient strategies like QSBS and Opportunity Zones, showcasing how private investments can drive superior growth.

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