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