A Family Office that Redefines True Partnership

Learn how we forge relationships designed to establish sustainable
generational wealth for your family.

Our Services

Every financial decision has deep legal, tax, risk, and strategic ramifications contained within. We seek to centralize and formalize underwriting of these decisions, yielding results which are compliant to your personal investment policy statement and in line with your unique tax strategy.

About Castle Island

With a collective 50 years serving some of the wealthiest families in America, Castle Island has honed a unique skill set designed to expertly manage the complexities which lead to sustained financial success. For the families we serve, we play a central role in each and every financial decision, strategically facilitating the continued safe and efficient accumulation of wealth. Our holistic mandate is to support all aspects of the process with the dependability of a trusted advisor, and the vigor of a Fortune 500 company.