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 understandings of trusts and estates. 

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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.