‘AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST.’
BENJAMIN FRANKLIN


FAMILY OFFICE


Cashel provides a multifaceted approach to delivering independent family office protection, planning and growth for families and individuals. Through our highly experienced advisors, selective financial product partners and secure third party custodians we are able to tailor our services to meet your needs.
 
family office

FAMILY OFFICE


Protecting, managing and building wealth for a family is quite different to that of an individual. Every family is unique, with every member requiring individual requirements as stage of life dictates. We provide a tailored service that recognises all the needs that unique families have, and the experience to be able to facilitate them.
 
private client

PRIVATE CLIENT


Working within the family office framework allows our financial planners to provide more than traditional financial planning services. They deliver exactly what a successful individual client wants through a broader offering. We are not inhibited to the traditional functions or products, as we utilise the structural benefits and wealth products of the family office services, investment execution services and corporate finance divisions.  
 
investment execution services

INVESTMENT EXECUTION


If it is only investment execution that you want then our investment advisors can help. Investing in a range of direct and indirect products our team utilises the broader views from both the Family Office Service and the Private Client Wealth Management offering to implement prudent and customised investment execution.  
 
research

RESEARCH


Cashel House utilises both unbiased research houses together with highly experienced internal research analysts to identify and monitor investment thematic’s and individual investment opportunities. Subject to being a private wealth client you will have full access to this research.
  ‘FAMILY MEANS NO ONE GETS LEFT BEHIND OR FORGOTTEN.’ DAVID OGDEN STIERS