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 provide 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. Our office embarked on its journey and established multi family offices worldwide including Asia, where our headquarters is located.
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, which is used by more than 1000 users around the world. The integration provides the opportunity to fulfil and meet all customer requests, which a single company could not previously offer, preventing possible risk of losing clients to other merchants.
Several financial companies 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.
Who we are today (Worldwide Expansion)
Great partnerships and strong relationships with the world’s top banks and investment companies have allowed Castle Family Office to provide a full range of services for both private and corporate clients.
Our headquarters is located in Suntec City, one of Singapore's largest business centers, nestled in the heart of the bustling Marina Bay precinct. It is also the home of the iconic "Fountain of Wealth" which is believed, according to chinese culture, that water symbolizes life and wealth and the inward flowing of the water symbolizes retention of wealth. From our Singapore office, we source and discover new global partners, opportunity and resources for all our international families.
We offer consistency and stability to the families that we work with and will continue to do so into the future. Castle Family Office's ambition is to grow and provide its services globally, giving peace of mind to high-net-worth and ultra-high-net-worth clients and allowing them to focus on the more important things life has to offer. For this reason, Castle Family Office is widening its scope to service corporations and institutions through corporate structuring, planning, advisory, risk and investment advisory, and business management consultancy amongst others.
We are also in the process of making available, as part of our services, functional training gyms and bespoke tailoring. We believe in providing holistic services to our clients.
Over the years, we have grown significantly, catering and servicing many international families in their day-to-day life, both business and personal. Our 9 major departments handle a wide range of services to meet the needs of our clients. We endeavour to be a one-stop solution for all our clients.
This coming year will be exciting for Castle Family Office as we prepare to embark on another new journey to service families in a few key areas around the world.