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.
