Goldrock Capital

Overview

Goldrock is an independent multi-family office serving a limited number of multi-generational families with significant wealth. The firm works with qualified investors and states that it is not a licensed entity. It coordinates with professional advisers around the world.¹

Goldrock reports that it is 100% partner-owned, independent, and compensated only by clients rather than third-party product providers.¹

History

Daniel Goldman formed Goldrock in 1999 to serve his family, originally under the name Goldman Investments. In 2013, the firm transitioned from a single-family office to a multi-family office while retaining a single-family-office style of service.¹

Timeline

1. 1999Daniel Goldman formed Goldrock in 1999 to serve his family, originally under the name Goldman Investments.
2. 2013In 2013, the firm transitioned from a single-family office to a multi-family office while retaining a single-family-office style of service.

Leadership

- Daniel Goldman, Chairman and Partner - Darren Rockman, CEO and Partner - David Ram, CIO and Partner²

Services

Goldrock’s investment advisory services include strategic asset allocation, portfolio construction, global investment sourcing, manager due diligence, and ongoing monitoring.³

For each family, the firm builds an Investment Policy Statement that considers objectives, constraints, risk tolerance, operating businesses, legacy assets, and family entities.³

Financial concierge support includes coordinating global tax and estate planning, assisting with insurance, overseeing real estate, negotiating supplier fees, opening bank accounts, and supporting regulatory filings.³

Administrative services include consolidated reporting, portfolio performance analysis, capital-call management, bill pay, philanthropy support, cash-account oversight, and data support for tax professionals.³

Goldrock also offers value-based investing designed to align portfolios with family values and social or environmental goals, in partnership with Weave Impact.⁴

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client Focus

Goldrock serves qualified investors and focuses on a limited number of multi-generational families with significant wealth. Its team works alongside professional advisers across jurisdictions to coordinate each family’s financial affairs.¹

Approach

The firm describes its approach as centered on wealth preservation, long-term growth, diversified portfolios matched to risk, proactive manager sourcing, prudence, patience, and discretion.¹

FAQs

Related resources

• LocationMultifamily offices in Israel

  The Multifamily offices in Israel page gives families a regional reference point when comparing firms that serve clients across borders. It can help readers place Goldrock's worldwide, multi-generational focus alongside questions about investment management, tax, estate planning, philanthropy, administration, insurance, and private investments.

• GuideMultifamily office services

  The Multifamily office services page outlines the range of support families may seek from one adviser or coordinated team. Readers can use it to compare Goldrock's stated services, including investment management, tax and estate planning, bill pay, risk management, philanthropy, and private or alternative investments.

• GuideMFO vs SFO vs virtual family office

  The MFO vs SFO vs virtual family office page explains how different structures serve wealthy families and business owners. It gives readers a framework for considering whether Goldrock's independent multi-family office model fits families seeking shared expertise across generations, locations, financial affairs, and investments.

• GuideThe annual MFO review

  The annual MFO review offers a recurring way to examine developments among multi-family offices and the issues they address. Readers considering Goldrock can use the review to identify questions about investment oversight, family administration, tax coordination, philanthropy, insurance, and private investments before beginning discussions.

• Similar firmsHeritage Family Office
  McFaddens & Co
  Kimfo Family Office

  Profiles of Heritage Family Office, McFaddens & Co, and Kimfo Family Office provide nearby examples for comparison on this site. Reviewing their stated client types, services, and geographic focus can help families assess how Goldrock's worldwide, multi-generational model relates to other independent family office options.

Sources

1. Goldrock About
2. Goldrock Our Team
3. Goldrock What We Do
4. Goldrock Value-Based Investing

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.