our values
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.
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Continuous Learning
Create cutting edge solutions as the world changes
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Integrity
Candidly advising only what is in your best interest
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Compatibility
Ensuring a long-term partnership
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Accountability
Fee alignment and rigorous outcome measurement
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Transparency
Processes and operations are fully visible