Castfirm is founded on the bedrock of Fiduciary
Castfirm was founded on two decades of experience helping individuals and families build, grow, protect and transfer assets through objective planning advice and by simplifying the complex. Every client of Castfirm experiences only fiduciary based solutions. This means planning and advice that is only in the client's best interest.
Founder
James V. Rudolph
James spent the past two decades at the forefront of fiduciary services and investment management. He began his career as a practicing attorney and eventually transitioned to Wall Street where he served a diverse set of clientele by leading planning discussions and advising on fiduciary portfolio management. Over the course of his career, James developed a unique perspective of leading legacy planning ideas as he oversaw the real-life implementation of trusts, foundations and estates.
After watching the deterioration of client service and relationship management at the large money center banks and wire houses following the Great Financial Crisis of 2008, James saw an opportunity to build a firm that delivers client centric advice and brings together two critical pillars of family legacy planning often not available under one roof. Castfirm Law delivers highly custom estate planning documents for all levels of wealth, while Castfirm Advisors is solely dedicated to fiduciary investment management and financial planning.
Mission
Our mission is rooted in delivering the best advice and solutions to every one of our clients and building a legacy of expertise and integrity.
Vision
To deliver a client experience that is unlike any other, with end-to-end solutions that span investments to estate planning. To deliver solutions that are customized, not scalable. To simplify the complex. To build highly personalized relationships with every one of our clients by placing trust above all else.
