How I Invest with David Weisburd — E214: Inside Look into a $14B Multi-Family Office

BUZZING· 83%46m·2025-09-17·Money

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

How I Invest with David Weisburd · 214

How can ultra-high-net-worth families invest like endowments—without becoming forced sellers when markets turn? In this episode, I go deep with Greg Brown, Co-CEO of Caprock, on how a modern multi-family office serves UHNW families. Greg explains why Caprock acts as CFO first and CIO second, forecasting liquidity…

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

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