WHO WE ARE

Castellan is a family office wholly owned by a perpetual charitable trust. 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 exist to partner with ultra-high net worth families as ACCOUNTABLE STEWARDS providing outstanding stewardship of all your resources with the goal of simplifying your life and improving your returns.

Our promise is FULL TRANSPARENCY on performance and fees.

We believe our clients are best served through the power of ALIGNED INCENTIVES, therefore we employ performance based fees and operate under agreed upon key performance indicators.

Stewardship:

the careful and responsible management of something entrusted in one's care. -Merriam-Webster.com

OUR PROMISE

Continuous Learning

Create cutting edge solutions as the world changes

Integrity

Candidly advising only what is in your best interest

Compatibility

Ensuring a long-term partnership

Accountability

Fee alignment and rigorous outcome measurement

Transparency

Processes and operations are fully visible

The Castellan Team

We are here to simplify your life and improve your returns

Our Approach

Entrust us the be successful and accountable

OUR FOUNDING FAMILY

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Interested in Castellan?

Contact us if you would like to learn more about our family office

OUR PARTNERS

We only work with the best