Client Onboarding and Benefits

1. To become a Castle Family Office client, you are required to complete and submit an application form, together with relevant supporting documents for our KYC/AML and due diligence process.

3. After choosing your desired platform, Castle Family Office, as the appointed Financial Advisor Firm, will structure your investment portfolio according to your needs and requirements (non-discretionary basis).

2. Upon approval, you will be able to choose from one of the following platforms that best suits you*:

*Approval of your application is subject to our due diligence results. Submission of application(s) does not guarantee the applicant of being a client of Castle Family Office and Castle Family Office makes no such representation and/or warranty whatsoever.

Benefits

Complimentary Annual Concierge Membership to all Castle Family Office clients

For non-clients, Annual Concierge Membership is worth USD 7000 (or its equivalent in a foreign currency)

Access to our global services:

  • Castle Global Asset Allocation Fund – exclusive and unique investment solution with open architecture structure for investors, worldwide.  
  • Castle Private Solutions — Castle Private Solutions  —  Wealth & Investment Management, Global Private Bank Account Management, Financing, Project Investment, Capital Raising, Economic & Market Research.
  • Castle Legal Support  —  Trusts, Foundations, Estate Planning, Global Company Incorporation, Litigation, International Tax, Divorce, Corporate Services, Intellectual Property, Arbitration.
  • Castle Concierge & Lifestyle Services  —  Global Concierge and Personal Assistance to manage all aspects of your life from anywhere in the world.
  • Castle Alternative Investments —  Passion and Real Asset Investment, Purchase, Management, Sale, Storage, Valuation, and Insurance across all luxury assets.
  • Castle Functional Training  —  Integrated Cross Functional Training to balance strength of mind, body, and soul.
  • Castle Tailored Suits —   High-end bespoke tailoring for professional men and women.
  • Castle Healthcare & Life Insurance — Bespoke legacy planning, creating financial reserves and international private medical insurance with access to private medical facilities and specialists.

Learn more about Castle Family Office

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