Castlewood Financial Advisors

Castlewood Financial Advisors

Castlewood Financial Advisors was founded in 2010 by Scott Strochak, who serves as President and CEO. The firm emerged during the post-financial-crisis wave of family office formation, positioning itself as a fiduciary multi-family office for high-net-worth families in Florida. While the specific origins of its founding client capital remain undisclosed, the firm's geographic concentration in Boca Raton aligns with the region's density of real estate developers, entrepreneurs, and retired corporate executives who sought institutional management of their liquidity events. The firm deploys client capital across three primary asset classes: direct real estate, private credit, and middle-market private equity. Castlewood structures investments primarily through direct deals and co-investments, bypassing the fund-of-funds model in favor of direct access. Known investment exposures have included multifamily and industrial real estate in the Sun Belt, direct lending to sponsor-backed companies, and equity co-investments alongside lower-middle-market private equity firms. Geographic focus centers on Florida and the broader Southeastern United States, with select opportunistic exposures in Texas and the Midwest. As a boutique multi-family office, Castlewood maintains a lean team of professionals dedicated to serving a concentrated client base. The firm has not publicly disclosed its total assets under advisement, but Altss estimates the book at under $1 billion based on typical scaling for firms of its vintage and staffing profile in the South Florida market. Adjacent services include tax-aware wealth planning and family governance advisory, core to its relationship-driven model. In recent years, the firm has deepened its real estate credit capabilities, participating in private bridge-lending facilities for Sun Belt developers. Castlewood's structural differentiator lies in its regional concentration. While most multi-family offices chase national scale or affiliate with wirehouses, Castlewood operates as a deeply local platform — sourcing off-market real estate and private credit deals through South Florida developer and operator relationships that national aggregators cannot efficiently access. This geographic density model mirrors early-stage family office strategies seen in Texas and Southern California before their eventual institutionalization.