Family Office Services
A Complete 360 View of Your Financial Wellbeing
At Callan Family Office, we have deep experience exclusively working with ultra-high-net-worth families across the country, so we understand that effectively managing substantial wealth requires strategic thinking, careful planning, and access to a vast range of unique solutions. That’s why we meet you where you are and create a plan together.
UHNW families need more careful planning, and Callan Family Office achieves this through an intentional, proprietary process called Foundations 360.
The Foundations 360 process contains five steps designed to help families organize and implement a plan that preserves, protects, and transitions wealth:
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We start with Discovery, listening to what matters most to families.
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Then we move to Envision, where we help clients visualize and quantify the tax and wealth impact of their goals
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We then Counsel, where we analyze and advise on the strategies we want to pursue.
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Then we Apply those strategies through a customized wealth plan.
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We Review that plan frequently, to adjust for life events or changes in tax law.
The result is a comprehensive, 360-degree view to drive legacy and wealth planning.
Additional Services
Legacy & Wealth Planning
We capture, organize, and illustrate the current state of a client’s wealth plan, ensuring assets are properly protected and benefiting the intended beneficiaries. Our planning seeks to preserve wealth by using techniques and strategies to mitigate income, gift, and estate taxes.
Financial Administration & Bill Pay
We collect, store, and process bill payments as well as aggregate personal and business data into financial statements to track and report on assets, liabilities, equity, and cash flows, at a detailed level. We liaise with our clients’ accountants to streamline tax reporting.
Private Banking & Trusts
We serve as client advisor and liaison to coordinate private banking, trust, and fiduciary services by leveraging an open-architecture platform of national and regional banks, as well as large and boutique trust companies.