Values & Advice that Endure
FOCUSED ON SERVING A HIGHLY SELECTIVE COMMUNITY OF FAMILIES, FOUNDATIONS, & ENDOWMENTS
Independence. Experience. Expertise. Focus.
Callan Family Office is an independent firm, fully focused on delivering precise and objective counsel to families, foundations, and institutions. Our commitment to timeless values includes listening intently, doing what’s right every time, and placing clients’ interests first, allowing the merits of our contribution to endure.
- Access to objective independent advice for managing your wealth, customized to meet your current requirements and in line with your long-term objectives.
- Rely on our team’s investment acumen and heritage built from deep experience serving ultra-high-net-worth families and institutions.
- Take comfort in knowledgeable counsel and thoughtful guidance as we provide insights, education, and practical advice to help you and your family manage the financial, social, and personal aspects of wealth, in conjunction with your other trusted advisors and our community of connections.
Our firm was founded by highly credentialed professionals and leverages the investment insight, research, and opportunities of Callan LLC, a leading independent investment consulting firm serving institutional and investment advisor clients with more than $3 trillion in assets under advisement.
Our principals have spent their extensive careers serving ultra-high-net-worth clients and institutions; we strive to deliver exceptional results across all markets. Through this combination we are committed to redefining the client experience.
Investment strategies in Callan's proprietary database
Dedicated research experts supporting our consultants
Institutional assets under advisement
Years advising institutional plans and funds
News & Insights
What Are the Planning Issues for Blended Families? Amy Jucoski, Head of Legacy and Wealth Planning, Shares Her Thoughts with Barron’s
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Our goal is to orchestrate the opportunities associated with wealth and provide a clear path forward. To learn more about how we can best serve you, please reach out to our team.