Castle Island Family Office
Most estate plans fail not from lack of planning — but from advisors who never talk to each other. Castle Island coordinates everything.
The greatest threat to generational wealth isn't market volatility — it's the gap between your advisor, your CPA, and your estate attorney.
Without proper structuring, federal and state estate taxes can consume nearly half of what you've built over a lifetime.
Most HNW families manage their wealth through multiple advisors who never coordinate — leaving critical gaps unaddressed.
Until it isn't. The cost of inaction compounds silently — in taxes unpaid, strategies unexecuted, and legacies unprotected.
Our in-house CPA and estate planning team work in concert — not in silos. Every tax decision informs the estate plan. Every estate move is reviewed for tax impact.
We evaluate your current structure against modern trust vehicles — GRATs, SLATs, IDGTs, family LLCs — and implement the strategy that fits your family's objectives.
From annual gifting programs to generation-skipping trusts, we build the infrastructure to pass wealth efficiently across generations.
Laws change. Tax codes change. Life changes. We monitor your plan continuously and adjust proactively — not reactively.
"Kevin sat down with our entire family — kids included. He explained everything in plain language. Within six months our estate plan was restructured, our taxes were down, and for the first time, everything was actually coordinated."
Two ways to connect — request information at your own pace, or schedule directly with Kevin.
Tell us a bit about yourself and we'll be in touch within one business day.
Confidential · No commitment required
Book a complimentary 30-minute consultation with Kevin McCluskey.