Castfirm
Welcome to Castfirm. We are a fiduciary-focused advisory firm dedicated to supporting trustees, fiduciaries, and families with the investment and legal guidance required to preserve and protect long-term wealth. Whether you serve in a professional role or carry a personal responsibility, our work is centered on helping you meet the demands of stewardship with clarity, compliance, and confidence. From portfolio management to trustee services, we provide integrated support for those safeguarding legacies.
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Verified contacts
3
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
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Distinct roles
1
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- JV
James V. R.
Founder · General Business & Management
EmailPhone - JV
James V. R.
Founder · General Business & Management
EmailPhone
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Top roles at Castfirm
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- 2founder
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