Values & Advice that Endure


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.

The Callan Family Office Difference

Investment Management

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.

View Investment Management Services

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.

View Legacy & Wealth Planning Services

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.

View Family Governance & Education Services

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.

View Trust & Fiduciary Services

Administrative Services

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.

View Administrative Services

Private Banking

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.

View Private Banking Services

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.

View Foundations & Endowment  Services

About Our Valued Investment Research Partner

32 ,000 +

Investment strategies in Callan's proprietary database

50 +

Dedicated research experts supporting our consultants

$ 3 trillion +

Institutional assets under advisement

45 +

Years advising institutional plans and funds

News & Insights

Engaging the Next Generation in Philanthropy

Engaging the Next Generation in Philanthropy

  In a world where compassion and social responsibility are paramount, engaging children in philanthropy becomes a cornerstone for shaping...
Read More
Callan Family Office Insights: The January 31st Federal Reserve Announcement

Callan Family Office Insights: The January 31st Federal Reserve Announcement

On January 31st, the Federal Reserve released their announcement from the January 30-31st meeting. Following the meeting the Fed Chair...
Read More
The Callan Periodic Table of Investment Returns

The Callan Periodic Table of Investment Returns

The Callan Periodic Table of Investment Returns, issued by Callan LLC, tracks returns for the past 20 years ending December...
Read More
Doug Evans Discusses Interest Rates and the Market Outlook with The Wall Street Journal

Doug Evans Discusses Interest Rates and the Market Outlook with The Wall Street Journal

  Recent market strength is prompting investors to reconsider hopes that the Federal Reserve will cut interest rates aggressively this...
Read More
Callan Family Office and Callan LLC Fourth Quarter Perspectives

Callan Family Office and Callan LLC Fourth Quarter Perspectives

    As Nassim Taleb said in his book Antifragile, “Invest in preparedness, not in prediction.” In 2023, his comments...
Read More

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.

Get In Touch

You are now leaving Callan Family Office’s website and going to Callan LLC’s website. Callan Family Office is not affiliated with Callan LLC. Callan Family Office is not responsible for the services and content on Callan LLC’s website.  Inclusion of this link does not constitute or imply an endorsement, sponsorship, or recommendation by Callan Family Office of Callan LLC’s website, or its contents, and Callan Family Office is not responsible or liable for your use of it.  When visiting Callan LLC’s website, you are subject to Callan LLC’s terms of use and privacy policies.


Go Back