A solution 20 years in the making, the Callan Family Office tax overlay management program leverages a strategic partnership with Aris Investing LLC to deliver institutional-quality investment solutions with industry-leading tax and cost efficiency. The Aris technology platform enables us to coordinate tax-aware trading decisions holistically across a family’s entire portfolio of active and passive strategies by implementing model delivery of active strategies alongside direct indexing. This provides our clients greater control over the size and timing of realized capital gains in their portfolios and optimizes outcomes across complex ownership structures. Our investment partners leverage firsthand knowledge of each family’s overall financial situation to deliver a tailored solution for equity portfolio management.