Our company principles are based on longstanding virtues and family oriented values that have taken us to where we are today. As a family office, we understand the importance of developing and nurturing a legacy that withstands the test of time. We offer our clients sophisticated solutions whilst practising transparency and independence.
2008 – Global Financial Crisis
Due to one of the world's worst financial crises, as considered by many, numerous financial institutions were badly affected. High-net-worth families who invested with these institutions lost their investments and assets along with the collapsing market.
Through such a disaster, a concept was formed. Its aim was to protect investments and assets of a high-net-worth family by providing structured services and solutions that were tailored according to the family and benefited them entirely. It was with this concept that Castle Family Office was founded, in Russia.
2009 – Castle Family Office
Castle Family Office started off as a single family office. As a regulated entity in Russia, the company provided financial advisory, wealth planning and asset management services to a single high-net-worth family, protecting the investments and assets of the family from market uncertainty.
2011 – Castle Family Office Becomes a Multi-Family Office
From the successful structuring and managing of the single family office, more high-net-worth and ultra-high-net-worth families came to realise the importance of protecting their wealth. Our network broadened resulting in the expansion from a single family office to a multi-family office. In addition to our core services, we began providing an array of lifestyle services such as alternative investments, concierge and lifestyle and legal support, amongst others.
2013 - 2016 – Global Development
Over time, our portfolios increased and with it, Castle Family Office expanded and branched out to have a regulated entity in the United Kingdom and our headquarters in Singapore..
2017-2018 - Transition to B2B format - Fin-tech
Castle Family Office has completed the development of its unique and high-tech Fin-tech platform designed for Private and Investment Banks, HNWI and UHNWI Asset and Private Capital Management Companies, Insurance and Alternative Investment companies, Single and Multi-Family Offices as well as for companies engaged in business and legal consulting.
B2B Family office platform is a CRM system that provides a marketplace, a robot consultant, an aggregator, encrypted communication, automatic intuitive and targeted cross sales, a market review system and much more.
The B2B Family office platform was developed over a few years to be a business environment and today, it is recognized as one of the most effective solutions for improving the quality of business in customer service at a HNWI and UHNWI level through the expansion of its client base, global presence and integration of exclusive offers on a platform. The integration provides the opportunity to fulfil and meet all customer requests, which a single company could not previously offer.
Several organizations and institutions around the world have integrated the B2B Family Office platform into their business, under our white labelling service, to preclude any form of conflict of interest, and are satisfied with the results.