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About us

Castling offers tailored wealth management solutions for high-net-worth individuals and families. Our aim is to secure financial legacy for future generations by combining modern practices with traditional wisdom, creating a lasting impact for our clients and the world.

CASTLING CAPITAL TODAY

Expertise in managing the private and business interests of high-net-worth individuals and families

Extensive knowledge in banking, financial, investment, legal, tax, and corporate governance matters

Established relations with banks, lawyers, accounting and audit firms, tax & legal advisers, immigration agents around the world

Proven practice in administering holding, trade and private investment companies

Utmost standards of information handling to protect our clients' data

View our services

our Services

WEALTH PLANNING & ADVISORY

/01

Estate planning and intergenerational wealth transfer strategies

/02

Wealth structuring. Corporate vehicles set up. Trusts and foundations advisory

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Philanthropic advisory to align investments with personal values

/04

Facilitating communication, establishing governance structures, and managing family and busienss dynamics to maintain harmony and shared vision

/05

Tax advisory and planning

/06

Asset and businesses management

/07

Financial audit

FAMILY OFFICES SERVICES

/01

Investment policy statement and investment strategy set up

/02

Handling day-to-day financial operations, including bill payments, budgeting, and financial reporting

/03

Treasury services (liquidity management)

/04

Substance setup. Opening and management of bank accounts. Compliance reviews support

/05

Portfolio management and continuous administration of assets

/06

Involvement and coordination of effective service providers (lawyers, accountants and auditors, consultants, etc.)

INVESTMENTS MANAGEMENT, DIRECT AND PORTFOLIO INVESTMENTS

/01

Align investments with chosen strategy, based on risk tolerance, financial goals, and timelines

/02

Structuring a balanced portfolio with agreed liquidity, risks and desired income

/03

Diversifying across global markets and asset classes

/04

Execution and post-execution assistance

REAL ESTATE INVESTMENTS PURCHASE AND SALE, ADMINISTRATION OF PROPERTIES

/01

Legal, financial and technical due diligence

/02

Transaction planning and execution

/03

Property management and administration

/04

Development audit

/05

Lease and sale advisory

our business code

Success

We provide tailored services targeted at maximum result. Success of the company is inherently linked to the success of our clients and partners.

Confidentiality

Our business originated from advisory for large-scale market leaders within highly competitive and revenue intensive industries, therefore commercial secrecy rules are fundamental for our business.

Trust

We are committed to building trustworthy relationships to last for several generations with all our clients and partners.

ABLE TO WORK IN ANY JURISDICTION FOLLOWING OUR CLIENTS OBJECTIVES

Currently our business and services cover such countries: Cyprus, UK, Switzerland, Monaco, Austria, Luxembourg, Germany, Andorra, Isle of Man, Hong Kong, BVI, Cayman Islands, Montenegro, UAE, Singapore, USA.

GET IN TOUCH WITH US

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