Callan Family Office

The Callan Family Office Difference

Since launching the firm, our team has been committed to one singular objective: providing ultra-high-net-worth families, foundations, and endowments with an independent, entrepreneurial, and innovative approach to managing all aspects of their wealth.

Independent and Entrepreneurial

A partnership of entrepreneurs serving entrepreneurial families, Callan Family Office’s 23 partners have decades of experience working exclusively with ultra-high-net-worth families across generations.

We operate as an independent firm, offering tailored, open-architecture solutions that integrate seamlessly into every aspect of your financial life. As a fiduciary, we are committed to prioritizing your needs and goals, ensuring that your best interests guide every decision.

Institutional-Quality Research and Investments

At Callan Family Office, we deliver institutional-quality investment solutions across public and private markets with a keen focus on after-tax, net-of-fee results. Our innovative platform offers a sophisticated set of customizable strategies designed to meet the unique needs of ultra-high-net-worth families and institutions, backed by the institutional research and resources of Callan LLC.

Complete Accountability for Family Wealth

Beginning with our proprietary Foundations 360 program, Callan Family Office applies a comprehensive approach to financial planning. Our wealth platform leverages technology that enables a holistic view of assets, integrated advice, and synchronized delivery of services across complex financial and entity structures.

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Explore Who We Are

Meet Our Team

Jack Ginter

Chief Executive Officer
Partner

Matthew Robertson, CFA

President Partner

Amy Jucoski, CFP®

Head of Legacy & Wealth Planning
Partner

Douglas W. Evans, CFA, CIMA

Chief Investment Officer
Partner

Britt Whitfield, CFA

Executive Managing Director Partner

Daniel Burke, CFA

Investment Management
Partner

Mark W. Frazier, CFA, CAIA

Investment Management
Partner

Investment Insights

Latest Planning Updates

Latest Media Hits

About Our Valued Investment Research Partner

Through our strategic partnership with Callan LLC, our clients benefit from top tier research, due diligence, and an institutional-grade investment experience, including direct access to leading managers in private equity, private credit, and private real assets.

200 +

Institutional investment plan clients

20 +

Research experts supporting our investment consultants

$ 0 Trillion+

Total assets our clients oversee

20 +

Years advising institutional plans