The family office has been an American institution for more than 100 years. When the wealthy grew their companies during the Industrial Revolution, many - most notable the Rockefeller and Carnegie families - protected their wealth by establishing trusts. And they hired a talented, full-time staff to manage their wealth. Castle Wealth AdvisorsTM can do that for you.
Today, using modern technology, family office services can be provided effectively to families with a net worth of $2 million or more. Hiring one organization to manage your wealth may be a wise choice. Castle Wealth Advisors can help you devise gifting, estate and succession planning strategies and create a comprehensive financial blueprint to help you manage your wealth. Our advisory team provides investment management services for each generation. And, if you're a business owner, our valuation team creates business valuation reports to support your company's changing needs.