CASTLE ISLAND BY THE NUMBERS
Executive team in place
Since 1998
Advised assets exceed
$700M
Exceptional Long-Term
Client Retention
24 years
Average Partner’s Industry Experience
Co-managed 117
Private financing transactions exceeding
$2.5B
Attractive, Flexible
Institutional Pricing Structure
CLIENT PORTFOLIO INCLUDES
• Forbes 400 members • Public Companies • Top Private U.S. Companies • Large multi-generational families
PARTNERS RECOGNIZED AS TOP 5
in the U.S. by Bank Investment Consultant and Barron’s Top Advisors by Barron’s
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.