Values & Advice that Endure
FOCUSED ON SERVING A HIGHLY SELECTIVE COMMUNITY OF FAMILIES, FOUNDATIONS, & ENDOWMENTS
Independence. Experience. Expertise. Focus.
We are thrilled to introduce Callan Family Office, a special innovation in the wealth management industry. As an independent firm, we are fully focused on delivering precise and objective counsel. 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.
We offer custom, institutional investment management and research across global asset classes and solutions to families looking for an approach that remains sensitive to taxes and maximizes net real return.
Legacy & Wealth Planning
We provide advice that helps you navigate the financial, tax, and estate planning opportunities that emerge with unique levels of wealth. Our priority is to deliver a multigenerational wealth plan representative of your family’s values, interests, and priorities.
Family Governance & Education
Providing a distinctive level of care, we go beyond traditional financial services and work with families to address the personal dimensions of managing substantial wealth. We focus on solutions that help families work together to successfully manage their future, achieve their purpose, and realize their full potential as individuals and as a family.
Trust & Fiduciary Services
Acting as fiduciaries first and foremost, we have deep knowledge and professional experience to help you design and administer trust solutions that address your current and long-term goals.
We offer a range of services to help simplify managing your financial and investment life while leveraging current technology. Our solutions focus on careful attention to important details relating to navigating bill payments, tracking expenses, account reconciliations, and reporting.
We take an open architecture approach to private banking. We provide you with access to sophisticated banking solutions and full balance sheet advice to meet your liquidity and risk management needs.
Foundations & Endowments
We actively manage assets for tax-exempt organizations. We create and lead investment policy statement development, spending policy, and board education services. These services include investment management, custody, and reporting.
Investment strategies in Callan's proprietary database
Dedicated research experts supporting our consultants
Institutional assets under advisement
Years advising institutional plans and funds
Contact Callan Family Office
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.