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.



Continuous Learning

Create cutting edge solutions as the world changes





Candidly advising only what is in your best interest





Ensuring a long-term partnership





Fee alignment and rigorous outcome measurement





Processes and operations are fully visible