Castle Island Family Office

Overview

Castle Island Family Office combines investment management with tax planning, risk assessment, estate planning, private banking, trustee services, philanthropy, concierge support, family-business CFO support, and real estate advisory.²

History

The firm reports operating since 1998 and says its team brings more than 50 collective years of experience serving wealthy American families. Florida’s Division of Corporations lists Castle Island Family Office, LLC as an active Florida limited liability company.³⁴

Leadership

Kevin McCluskey is CEO and Director of Investments. The firm says he has led or co-managed transactions exceeding $2.5 billion and previously held managing-director roles at Deutsche Bank and Wells Fargo. Alexia Varga, CFE, CPA, CGMA, is CFO and Director of Tax, overseeing tax strategies and participating in real estate advisory and acquisition underwriting. Jack McCluskey is Vice President, Private Markets, and Diane Rogers is Vice President, Client Services.⁴

Services

Castle Island’s investment platform includes portfolio management, public and private investments, alternative investments, middle-market transactions, and capital introduction. Its broader advisory offering includes risk assessment, private banking, concierge support, philanthropy, tax planning, estate planning, trustee services, family-business CFO support, and real estate advisory.²

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Private and alternative investments

Client Focus

The firm says its client portfolio includes Forbes 400 members, public companies, leading private U.S. companies, and large multigenerational families.³

Approach

Castle Island states that it centralizes financial decision underwriting so recommendations align with each client’s investment policy statement and tax strategy.²

Assets and Transaction Experience

Castle Island reports advised assets exceeding $700 million. It also reports co-managing 117 private financing transactions exceeding $2.5 billion.³

FAQs

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Sources

1. https://castleislandfamilyoffice.com/
2. https://castleislandfamilyoffice.com/our-services
3. https://www.castleislandfamilyoffice.com/by-the-numbers
4. https://www.castleislandfamilyoffice.com/about
5. https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResults?InquiryType=EntityName&inquiryDirectionType=ForwardList&searchNameOrder=CASTLEINVESTMENTS+M190000074250

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.