Castellan is a family office wholly owned by perpetual charitable trusts. All profits beyond expenses of the firm are donated to charity through the trust. This provides a structure so Castellan’s mission remains intact for your family’s future generations.

We strive for
COMPATIBILITY
by pursuing a long-term partnership.

We value
CONTINUOUS LEARNING
to create cutting edge solutions as the world changes.

We quantify
ACCOUNTABILITY
with fee alignment and rigorous outcome measurement.

We promise
INTEGRITY
by candidly advising only what is in your best interest.

We ensure
TRANSPARENCY
so processes and operations are fully visible.