Castfirm is an independent, conflict-free legacy-planning advisory firm based in Garden City, New York. It works with individuals, families, family offices, professional trustees, endowments, and foundations to help preserve wealth and intentions across generations. The firm aligns investment strategies, trust structures, and clear documentation with clients’ goals, using a prudent, tax-aware approach focused on accountability and transparency.

Castfirm’s services include personalized investment management, fiduciary portfolio management, tax-aware investment guidance, and support with estate and legacy planning. For trustees and fiduciaries, it offers investment strategies aligned with fiduciary standards, compliance documentation, risk-managed portfolios, reporting, and principal and income accounting. The firm also prepares Investment Policy Statements and provides trusteeship services for clients who wish to delegate that responsibility. Family offices receive customized strategies and reporting designed to complement their existing structures, while endowments and foundations receive investment solutions aligned with their missions and long-term objectives. Castfirm also advises people managing concentrated equity positions and related tax timing considerations.