Castle Wealth Advisors, LLC
INDIANAPOLIS – 6.6.2018 – Catherine Hoffman joins Castle Wealth Advisors as a Legal Document Analyst.
Catherine’s duties with Castle Wealth Advisors include reviewing wills, trusts, stock redemption agreements and other business documents for clients in all 50 states. She will communicate with clients and their attorneys in all locations.
Catherine has been practicing law for 29 years, 27 years in private practice with personal emphasis on international law, real estate development, family law, and Chapter 7 Bankruptcy. Through her career, Catherine has also worked on environmental law and small business litigation cases. Her trial practice included mass tort litigation, zoning hearings, commercial law, divorce and custody trials and immigration briefs for political asylum candidates.
Catherine is currently on the Board of Directors of the Wawasee Area Conservancy Foundation and the Board of Directors of the Ivy Tech Foundation. Catherine is a 2018 member of the Indiana Bar: Elder Law, Probate, Trust and Real Estate Section and 2018 member of the American Bar Association: Business Law, Real Property, Trust and Estate Law Section and Elder Law Division.
More information about the Castle Wealth Advisors companies can be found below. If you have additional questions, please contact Amy Hayes, Communications Manager at , or visit www.Castle3.com.
Castle Wealth Advisors, LLC specializes in helping high net worth families and closely-held business owners with succession planning, valuations, estate and income tax analysis and asset management. Castle’s senior partners work with clients throughout the country in making logical decisions that help them fulfill their personal and business financial goals.
Castle Wealth Advisors is comprised of three separate companies. Castle Financial GroupTM, Inc. (CFG) provides wealth management strategies for successful closely-held family business owners and other high net worth families. Castle Investment AdvisorsTM, LLC (CIA) is a registered investment advisory firm and actively manages assets for individuals, trusts, private family foundations, and corporate retirement plans. Castle Valuation GroupTM, LLC (CVG) provides business valuations for closely-held family businesses in the industries in which it specializes, including hardware, lumber, floor covering, HVAC, office supplies, agricultural products, auto parts, trucking and logistics. Cumulatively, the companies of Castle Wealth Advisors, LLC work with more than 600 clients in all 50 states.