Castellan Group is a trust-owned investment firm based in Louisville, KY, specializing in intelligent and innovative investment strategies. With a team of industry experts and decades of experience, they offer services in investment management, private investments, and family office, prioritizing accountable stewardship and responsible asset management.
Combining an investment management firm, venture capital firm, and multi-family office, Castellan efficiently serves a diverse range of clients across the asset management landscape. They have developed proprietary investment strategies that focus on risk management, discipline, and alignment of incentives. Additionally, they partner with entrepreneurs and industry executives to drive growth in healthcare technology, green technology, and emerging brands. Castellan's family office team takes a holistic approach to help clients improve returns and simplify their lives, offering services in investment management, private investments, tax strategies, estate planning, philanthropy, legacy planning, and risk management.
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