It’s no small feat creating from scratch a wealth advisory business that can meet the lofty expectations of $100 million client families. Our CEO Jack Ginter sat down with Barron's to discuss the opportunities the firm sees in serving ultra-high-net-worth clients. “An incredible amount of work has gone into building out the platform, standing up...
Many ultra-high-net-worth families built their wealth through their own businesses. They took risks. They matched their own capital with sweat equity. And they made decisions on their own terms. Even as the founders transferred their businesses and wealth to later generations, the spirit of entrepreneurship continued to underpin their families’ values. When we started Callan...
What to Know About Digital Assets and Their Underlying Technology Download Now Callan Family Office (“CFO”) is providing the blog post from Callan LLC ("Callan") for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations...
Whether you are thinking of selling a business or recently sold one, come into an inheritance, or plan to transfer wealth to the next generation, communication with family members is key to ensuring your assets are properly distributed and organized. A family conversation about money and plans for wealth transfer is the key to...
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