The Callan Family Office Difference
Callan Family Office was founded in 2022 on the premise that ultra-high-net-worth families, foundations, endowments, and single family offices deserve an independent, entrepreneurial, and innovative approach to managing all aspects of their wealth under a high touch service model.
Managing complex wealth demands responsiveness and freedom in decision-making. At Callan Family Office, we thrive as a partner-led firm offering tailored, open-architecture solutions that integrate seamlessly into every aspect of our clients’ financial lives. From institutional-grade research and sophisticated investment strategies to customized technology, wealth planning, banking, trust administration, and comprehensive risk management, we provide a vast range of unique solutions to align with each client’s individual goals and financial planning objectives.
As a fiduciary, we are committed to prioritizing your needs and goals, ensuring that your best interests guide every decision.
If you’re embedded in a financial institution, you essentially are offering what they’re offering.
What’s different in the independent space is that the open architecture isn’t just on the investment side. It’s how you think about [all] services and whether there’s a firm that’s better positioned to do that.
To me, that’s the power of this whole thing.
Jack Ginter, CEO
Barron’s May 5, 2023
Our
Mission
To be the destination firm for ultra-high-net-worth clients, foundations, endowments, and top talent.
Our
Values
Do what is right every single time.
Genuinely listen and respond.
Collaborate in pursuit of excellence.