Focused on serving a highly selective community of families, foundations, & endowments
The Callan Family Office team has significant experience serving ultra-high-net-worth families and institutions.
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.
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.
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.
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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Team Bios
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Chief Executive Officer
Partner
President Partner
Head of Legacy & Wealth Planning
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Chief Investment Officer
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Executive Managing Director Partner
Investment Management
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Investment Management
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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.
Institutional investment plan clients
Research experts supporting our investment consultants
Total assets our clients oversee
Years advising institutional plans
To learn more about how we can best serve you, please reach out to our team.