Top Family Offices in Boise 2026

Key Facts About Boise Family Offices

• Boise's wealth management market includes at least 13 firms offering family office services. These span dedicated multi-family offices (MFOs), registered investment advisors (RIAs), wirehouse teams, and accounting-based platforms.
• Client minimums range from $500,000 in investable assets at broad-access RIAs to ultra-high-net-worth (UHNW) thresholds at dedicated MFOs.
• Impact investing is a defining theme in Boise, led by Caprock's focus on environmental and social impact solutions for families and foundations.
• Industry consolidation is active. Sorren created a Top 50 national accounting and advisory firm headquartered in Boise. Modern Wealth Management acquired Petso Financial Consultants.
• Caprock earned Barron's Top 100 RIA recognition four consecutive years (2022 through 2025) and the Wealth Solutions Report Family Office of the Year award in 2024.
• Service areas extend well beyond the Boise metro, covering Sun Valley, the broader Treasure Valley, and nationwide client bases for several firms.

Boise's Family Office Landscape

Boise is emerging as a Mountain West wealth hub. Tech industry migration to Idaho, lifestyle-driven relocation of UHNW families, and a state tax code with no inheritance tax all drive this growth. These factors have drawn both homegrown wealth and relocating entrepreneurs who need advisory services matching the complexity of their portfolios.

Two dedicated MFOs anchor the local market: Caprock, headquartered on West Main Street in downtown Boise, and 360° Family Office, which has served families since 2012. National RIAs like Creative Planning, Robertson Stephens, and Mariner Wealth Advisors maintain Boise offices covering the Treasure Valley and Sun Valley corridors. Wirehouse teams at Morgan Stanley and Raymond James round out the options, alongside Sorren's accounting-based platform.

Consolidation is reshaping the market's scale. Sorren merged several regional firms to build a 1,000-person national practice with its headquarters in Boise. Modern Wealth Management expanded its Idaho footprint by acquiring Petso Financial Consultants. These deals confirm that Boise is becoming a headquarters city for wealth managers serving the intermountain region.

Family Office Comparison at a Glance

The table below compares the primary firms operating in Boise by type, focus, and key services.

Family Office	Type	Investment Focus	Key Services	Location
Caprock	MFO	Impact investing, private markets, public markets	Capital management, family office, multi-generational planning	Boise, ID (HQ)
360° Family Office	MFO	Capital solutions, partnership structuring, generational wealth	Asset management, advisory, partnership structuring	Boise, ID
Creative Planning	RIA	Full wealth management, tax planning	Family office, tax, estate, trusts, charitable planning, family oversight	Boise, ID (office)
Robertson Stephens	RIA	Executive wealth, liquidity events, alternatives	Wealth planning, capital management, financial planning	Boise, ID (office)
SGI (Sorensen Gross)	MFO/RIA	Managed Risk Approach, custom asset allocation	Family office, trust and estate planning, charitable giving	—
Sorren	Accounting-Based	Tax, estate/trust/gift, business advisory	Family office, succession planning, assurance, accounting	Boise, ID (HQ)
Miles Family Wealth Advisory	Wirehouse (Raymond James)	Financial planning, portfolio management	Retirement, estate, risk management, sustainable investing	Boise, ID
Mariner Wealth Advisors	RIA	Personalized financial plans, tax planning	Capital management, estate, trust, insurance	Boise, ID (office)
The Thomas Group	Wirehouse (Morgan Stanley)	Education planning, estate planning	529 plans, trust services, long-term care insurance	Boise, ID
U.S. Bank PWM	Bank-Based	Business owners, executives, retirees	Wealth planning, banking, trust, charitable giving	Boise, ID (office)
Aspen Capital Management	Fee-Only RIA	Disciplined long-term investing	Capital management, 401k, tax-efficient portfolios	Boise, ID
Headwaters Wealth Management	RIA	Multi-asset class portfolios	Capital management, advisory	Boise, ID
Modern Wealth Management	RIA	Retirement income planning	Financial planning, portfolio trading	Boise, ID (office)

Dedicated MFOs like Caprock and 360° Family Office serve UHNW families with private market access and generational planning. RIA platforms offer broader accessibility, with Creative Planning accepting clients at $500,000 in investable assets. Wirehouse teams and bank-based options provide institutional backing for families who prefer larger platforms.

Top Picks by Strategy

• Leading MFO Platform: Caprock, named Barron's Top 100 RIA firm four years running and Wealth Solutions Report Family Office of the Year in 2024, operates a dedicated UHNW multi-family office from its Boise headquarters.
• Top Pick for Impact Investing: Caprock serves families and foundations seeking environmental and social impact solutions, making it the only Boise firm with a dedicated impact mandate.
• Broadest Service Suite: Creative Planning offers more than 10 service lines, from tax preparation and estate planning to family oversight and charitable planning, all in-house.
• Strongest for Corporate Executives: Robertson Stephens targets executives navigating liquidity events, concentrated stock positions, and alternative allocations through its fiduciary advisory model.
• Best for Generational Wealth Structuring: 360° Family Office focuses on partnership structuring and capital solutions for families managing wealth over multiple generations.
• Top Accounting-Based Office: Sorren combines tax, estate, trust, gift, and succession planning with traditional accounting, backed by more than 1,000 professionals in nine states.
• Leading Fee-Only Fiduciary: Aspen Capital Management operates as a fee-only RIA with a disciplined, long-term approach and behavioral coaching for clients who want zero product conflicts.

Top Family Offices in Boise: Detailed Profiles

Caprock

Caprock is the most decorated wealth management firm in Boise. It holds four consecutive Barron's Top 100 RIA rankings and the 2024 Wealth Solutions Report Family Office of the Year award. The firm operates as a dedicated multi-family office for UHNW families from its downtown Boise headquarters at 800 West Main Street.

Caprock separates itself from other Boise options through its explicit impact investing capability. Families and foundations that want their capital to drive environmental or social outcomes find a purpose-built platform here. The advisory team, led by Bill Gilbert and Casey Broderick, also serves professional investors, athletes, entertainers, and Fortune 50 executives. The firm maintains offices in nine other cities, but Boise remains its home base.

360° Family Office

Partnership structuring and capital solutions define 360° Family Office, the only other dedicated MFO headquartered in Boise. The firm has operated since 2012, building its practice around families who own operating businesses. Its advisory scope covers asset management, generational wealth transfer, and custom deal structuring.

Families with complex entity structures and multi-generational planning needs find 360° Family Office designed for that level of detail. Co-investment opportunities and direct deal access round out its offerings for families seeking active participation in their portfolios.

Creative Planning

Creative Planning brings one of the broadest service platforms in the country to the Treasure Valley. The firm handles family office services, capital management, tax preparation, estate planning, trusts, charitable planning, family governance, and insurance, all in-house.

Managing Director Chris Beesley, MBA, CFP®, leads the Boise office alongside Wealth Manager Matthew Platt, CFP®. Creative Planning accepts clients with $500,000 in investable assets, making it the most accessible option in Boise. The firm earned the Barron's No. 1 Independent Advisory Firm ranking and has appeared on Financial Advisor Magazine's Top RIA list every year from 2019 through 2025.

Robertson Stephens

Corporate executives and founders approaching liquidity events form the core client base at Robertson Stephens' Boise office on West River Street. Managing Director Rick Polenske, CFP®, CTFA®, and Managing Director Brian W. Post, CFA®, focus on alternative allocations, concentrated stock strategies, and financial planning for high-earning professionals.

The firm operates as a fiduciary RIA, pairing local advisory teams with the research and capital deployment resources of the national Robertson Stephens platform. Tech founders in Boise preparing for exits will find this office built around their specific planning challenges.

SGI (Sorensen Gross Investment Advisory)

SGI anchors its family office approach on a proprietary Managed Risk Approach. This nationally recognized method balances risk and return within custom asset allocations. The firm provides capital management, trust and estate planning, charitable giving coordination, and family oversight services.

SGI's independent, SEC-registered structure means no product sales or commission conflicts. Families that want a rules-based framework combined with full-service wealth planning will find SGI's model distinct from the discretionary approaches most Boise competitors use.

Sorren

Sorren represents Boise's most significant consolidation story. The firm merged several regional accounting and advisory practices to create a Top 50 national firm headquartered in Boise, with more than 1,000 professionals in nine states.

Its private client services division handles family office coordination, tax planning, estate and trust work, gift planning, succession and transfer planning, and closely held business advisory. Families who need their accounting, tax compliance, and wealth planning under one roof find Sorren's integrated model hard to match locally. The firm's scale also provides depth for complex multi-state and multi-entity tax situations.

Mariner Wealth Advisors

Mariner's Boise office at 950 West Bannock Street delivers a full wealth management suite. Services include capital management, estate planning, trust services, tax planning and preparation, personal insurance, and retirement planning. The firm also offers institutional cash management for business clients.

As a national RIA, Mariner brings research depth and manager selection resources that smaller local firms cannot replicate. Families with both personal and business financial planning needs benefit from having one advisor team coordinate everything.

Aspen Capital Management

Aspen Capital Management stands out as Boise's fee-only RIA, earning no commissions and accepting no referral fees. The firm focuses on disciplined, long-term capital management, 401k plan oversight, and tax-efficient portfolio design.

It also provides behavioral coaching, helping clients avoid costly emotional decisions during volatile markets. For families that prioritize fiduciary alignment and low-cost portfolio construction over concierge-level planning, Aspen Capital offers a focused alternative to larger platforms.

Trends Shaping This Market

Tech Migration and Liquidity-Event Wealth

Idaho's tech sector growth is creating first-generation wealth at a pace Boise has not seen before. Founders and executives relocating from the Bay Area, Seattle, and other tech corridors arrive with concentrated stock positions and complex equity compensation. Robertson Stephens and Caprock both cite liquidity events as a core planning need. This trend drives demand for advisors who understand venture-backed exits, not just traditional portfolio management.

Impact Investing as a Local Priority

Caprock's dedicated impact platform reflects a broader values-driven allocation trend among Boise-area families. The firm serves foundations and families that want measurable environmental and social outcomes from their portfolios. In Boise's smaller market, Caprock's specialization is more prominent and more accessible than comparable offerings in larger coastal cities.

Consolidation and Scale Building

Sorren's formation from multiple regional firms, and Modern Wealth Management's buying of Petso Financial, show that Boise is becoming a headquarters city rather than a branch-office market. These mergers bring deeper resources (multi-state tax expertise, broader service lines) to local clients. They also create career pipelines that attract experienced advisors to Boise, strengthening the local talent pool.

Shift Toward Fee-Only Fiduciary Models

Boise firms are moving away from commission-based models. Aspen Capital Management operates fee-only. Caprock and Robertson Stephens are fiduciary RIAs. SGI emphasizes its independent, SEC-registered status. Families evaluating local options will find that most serious contenders already operate under a fiduciary standard, reducing one common due diligence concern.

How to Evaluate a Wealth Advisor in Boise

Boise's market is small enough that every firm is reachable but varied enough that choosing poorly wastes years. Start by clarifying whether you need a dedicated multi-family office like Caprock or 360° Family Office, or whether an RIA with family office capabilities like Creative Planning or Mariner will cover your needs. Boise has only two dedicated MFOs, and both serve UHNW clients with complex portfolios.

Verify fiduciary status before the first meeting. Most Boise firms already operate as fiduciaries or registered advisors. However, wirehouse teams at Morgan Stanley and Raymond James work under different regulatory frameworks. Check FINRA BrokerCheck for advisor backgrounds and confirm whether the firm is fee-only, fee-based, or commission-earning.

Private market access separates top-tier offices from standard advisory firms. Caprock offers direct investments, co-investment deals, and impact allocations typically reserved for institutional investors. If alternatives matter to you, ask how many private deals the firm sourced in the past 12 months and what minimum commitment size applies.

Idaho's lack of an inheritance tax and its favorable income tax rates create specific planning opportunities. Evaluate whether a prospective firm has deep Idaho tax expertise, not just general tax planning ability. Sorren's accounting-based model and Creative Planning's in-house tax preparation team set relevant benchmarks. Families relocating from high-tax states should prioritize firms experienced in cross-state tax transitions and residency-change planning.

Which Family Office Fits Your Needs?

UHNW families with $25 million or more in investable assets should evaluate Caprock and 360° Family Office first. Caprock's UHNW-only model and Barron's recognition make it the strongest dedicated MFO in this market. 360° suits families with operating businesses that need partnership structuring layered into their wealth plan.

Business owners approaching a sale or founders post-exit face a different set of priorities. Robertson Stephens' Boise team specializes in liquidity events and concentrated stock strategies. Creative Planning offers a broader platform that combines exit planning with family structure and charitable planning, useful for entrepreneurs who want all services coordinated under one advisor team.

Next-generation wealth holders and families building multi-generational structures should look at firms with explicit succession planning capability. SGI's family oversight services, Sorren's succession and transfer planning, and Creative Planning's structural advisory practice each address this need from different angles. Families that want their estate, tax, and accounting work fully integrated under one firm will find Sorren's model the most streamlined option in Boise.

Methodology

This guide profiles family offices and wealth advisory firms with a documented presence in Boise, Idaho, as of 2026. Selection drew on publicly available data including firm websites, regulatory filings, industry awards, and service descriptions. Every firm listed maintains a physical office or dedicated advisory team serving Boise-area clients. The analysis covers dedicated multi-family offices, RIAs with family office capabilities, wirehouse advisory teams, bank-based wealth management, and accounting-based platforms. Where specific assets under management figures were not publicly disclosed, no estimates appear. Editorial picks in this family offices in Boise guide reflect service breadth, specialization, awards, and market positioning rather than a single quantitative metric.