The Callan Family Office Difference

At Callan Family Office, our advisors know from years of working with ultra-high-net-worth families across the country that effectively managing substantial wealth requires strategic thinking, careful planning, and access to a vast range of unique solutions. Fueled by innovation, research, technology, and education, we provide objective advice and counsel to ultra-high-net-worth families, foundations, and endowments. We are laser-focused on placing our clients’ best interests first.

Our team consists of family office industry veterans with extensive experience and knowledge in all facets of wealth management. At Callan Family Office, we understand that wealth requires responsibility and is both complex and personal. Our objective is to meet the multidimensional needs of our clients with expertise, integrity, transparency, and original thinking.

Clients deserve a thoughtfully developed investment program and a personalized holistic plan. Our professionals employ agility, creativity, and tenacity as they work together across disciplines to deliver a comprehensive experience. We develop solutions intended to help clients address the impact of wealth on their families, plan for the transition of assets, and professionally manage day-to-day financial affairs.

We have prioritized and assembled progressive technology solutions that meet the needs of our clients. Using technology, we provide clients with enhanced reporting, seamless communication, and real-time access to data for timely decision-making.

Callan Family Office has full access to Callan's 45+ years of industry research, education, and sophisticated investment guidance.

Additionally, through our open architecture platform, we work with clients and select the appropriate banking and trust solutions to meet their unique needs.

Our approach is designed to build trust and confidence. We endeavor to bring initiative, outstanding performance, and sophisticated solutions that draw upon decades of industry insight.