What can we offer to corporate clients?

  • FinTech Family Office platform
  • Castle Global Asset Allocation Fund platform

Who will benefit from these FinTech solutions?

  • Wealth Management companies and Asset Management companies
  • Single and Multi Family offices
  • Private Banks, Investment Banks and Qualified Independent Financial Advisors
  • Legal Support firms
  • Life Insurance companies and Alternative Investment companies

With Castle You Can Start Your Own Family Office Today!

Let FinTech do the sales job on your behalf!

  • Our FinTech platforms is a secured online environment with fully encrypted channels. Access your profile and manage your business with our easy and convenient mobile application.
  • Our FinTech platforms give you full access to our news stream and exclusive offerings, which covers a wide spectrum of family office services.

Who will benefit from our platform?

1Wealth Management companies and Asset Management companies
2Single and Multi Family offices
3Private Banks, Investment Banks and Qualified Independent Financial Advisors
4Legal support firms
5Life Insurance companies and Alternative Investment companies

What you need to know about our Family Office Platform

It is a ready made businesss solution for all your business needs

1It is a hybrid of IT solutions and applications
  • CRM System
  • Market place for global offerings and solutions
  • Market watch system
  • Aggregator
  • Robo-advisor
  • Encrypted communication tool
  • Cross Sales system
  • 2Fast and easy process to onboard onto our platform for your business needs
  • Send us a request via our website
  • We will get back to you promptly to set up a meeting to discuss and understand your requirements
  • Finalise terms of business
  • Receive your master account details and start your business immediately. You will be able to communicate with your clients and partners through the platform and organize your business the way you like it
  • 24 hours technical support provided by Castle
  • 3Integration of the platform into your business
  • Direct access to your master account via CASTLE-FAMILYOFFICE.SG
  • Create separate profiles, with individual log in and password details, for your clients and consultants
  • Under the Castle Family Office platform, you, your clients and your consultants will have access to a wide range of services and solutions provided by the global market
  • Gone are the days where you need to source for services and solutions. With Castle Family Office platform, everything is at your fingertips
  • For White Label service, the function of the Castle Family platform remains the same except that the interface and platform will bear your company branding
  • 4Reap the benefits from using Castle Family Office platform
  • 0% Fee model
  • Purely share profit from concluded deals
  • Market your own products and business solutions through the platform
  • The ability to provide your clients with any service or solution without going to a third party
  • Stay in communication with your client wherever you are
  • Benefit from global solutions
  • Key advantages

    No capital investment required for building an infrastructure for your business.

    We provide you with the latest technology and guarantee that it is constantly updated.

    It is an effective solution.

    1. You get a dedicated team of highly qualified professionals internationally.

    2. You don't need to know the technicalities of running the business as this process will be managed by our relevant departments on your behalf.

    You get profits from the following streams.

    Distribution and profit pay outs for all the products and deals*

    CFO platform, together with our department and resources, are at your disposal. It becomes your own platform. 

    Take control of your communication with your clients.

    Unlike the conventional way where you forward cases to partners and risk losing control of the process and progress, the Castle platform allows you to stay in control, up to date and in constant communication with your clients. 

    * Please ask your Manager for more details.

    Learn more about Castle Family Office

    Contact Us
    for a consultation

    Contact Us