Legacy & Wealth Planning
At Callan Family Office, our goal is to help you organize and implement an integrated wealth plan which preserves, protects, and transitions your wealth to achieve long-term success. Wealth planning begins with a conversation to better understand your family’s personal and business needs, desires, and goals as well as to answer questions and concerns. The goal discovery process then sets the framework for the Foundations 360 program, our proprietary multigenerational plan for helping your family visualize its current state of affairs as well as customize an approach to achieve the desired future state. While we implement the execution, we also know the plan is never static and may shift over time depending on your family’s goals and objectives.
Protecting, Preserving, & Growing
Generational Wealth
Foundations 360
Our wealth planning professionals help families organize and implement an integrated wealth plan focused on wealth preservation, asset protection, and transfer tax mitigation so families can transition wealth for long-term success.
Cash Flow planning
We create a budget of income and expense assumptions and project the long-term impact of spending on your portfolio values, based on target asset allocations.
We model options to ensure financial independence and sufficient cash reserves to maintain lifestyle and fund future endeavors.
Wealth Transfer
We use tools to assess the long-term impact of funding different estate planning strategies on your family’s personal and business assets with a focus on gift and estate tax mitigation and the sustained success of your family enterprise.
We educate on estate planning opportunities specific to your situation.
Document Review
We highlight key provisions in your estate planning documents and contracts as well as identify current beneficiaries to illustrate the flow of assets and provide observations.
We collaborate and coordinate with your key advisors to implement planning strategies.
Presale planning
We work with your pre-sale advisory team to review potential exit strategies, perform cash flow projections, and highlight the tax and legal implications of various options.
We provide you the information needed to manage expectations and maintain confidence throughout the business sale process.