Tax Strategy
At Callan Family Office, tax strategy is a foundational discipline—one that informs how we design, implement, and evolve every aspect of a client’s estate, investment, and entity framework. For ultra-high-net-worth families, closely held businesses, and family offices, tax is not merely a liability to manage but a dynamic force that shapes long-term outcomes. We view each planning decision through a strategic lens, aligning technical precision with family intent to preserve capital, enhance control, and sustain flexibility across generations.
Tax-Centered Planning and Investing
Our Tax Strategy team considers unified planning that reflects the uniqueness of our clients’ financial lives and the fluid nature of tax law. We offer suggestions on advanced income, transfer, and international tax matters, with strategies tailored to multigenerational structures, cross-border dynamics, and layered ownership. We don’t just react to tax law—we design around it, anticipating policy shifts and aligning planning with entity structure, governance, and long-term legacy goals.
Estate & Gift Tax Planning
We consult on developing estate strategies that preserve optionality and manage exposure while facilitating efficient generational transfers. We help clients manage exposure without sacrificing adaptability—always with an eye-toward tax efficiency, asset protection, wealth preservation, and an evolving legislative environment.
Legacy & Charitable Planning
Legacy is where intent meets structure. We incorporate philanthropy into broader estate and trust frameworks, aligning charitable vehicles with both mission and tax advantage.
Investment Tax Strategy
After-tax return is what ultimately matters. We design portfolios for tax efficiency across entities and generations, advising on asset placement, realization timing, tax lot selection, and gain/loss harvesting.
Transaction Tax Planning
Major liquidity events require foresight, structural precision, and tax-sensitivity. We design and implement planning around sales, recapitalizations, and intergenerational transitions to optimize basis and character treatment, defer recognition where appropriate, and maintain strategic optionality across entities and generations.