James V. Rudolph

James founded Castfirm to help families and fiduciaries preserve wealth and intent across generations. With a background spanning both law and private banking, he brings a unique ability to integrate investment oversight with the legal and structural realities of trusts and estates. His vision for Castfirm is a firm grounded in independence, transparency, and fiduciary principles - delivering conflict-free advice that supports both individual families and the professionals who serve them.

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Before launching Castfirm, James spent over two decades in fiduciary services and investment management. He began his career practicing estate planning and transactional law before moving into leadership roles as a Managing Director at the Private Banks of JPMorgan Chase, Citibank, and U.S. Trust. There, he advised high-net-worth families, charitable entities, and multigenerational estates on the administration and investment of complex trust structures.

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Over the course of his career, James has developed particular expertise in aligning investment strategy with the legal architecture of trusts - ensuring that assets are managed with both prudence and purpose. Castfirm was born from his belief that families and fiduciaries alike deserve high-touch guidance that protects not just wealth, but legacy.