Individuals and families with great wealth must solve considerable administrative needs that are time-sensitive and typically require manual work across multiple platforms. We use technology and automation to manage these day-to-day functions on your behalf, which helps to improve operational efficiency, mitigate risk, and enhance decision-making. These services and technology solutions are integrated to provide you with a holistic view of your specific situation:
Financial Administration & Reporting
- Create and maintain financial and net worth statements.
- Produce historical and projected cash flow reports, spending summaries, charitable contributions, gifting activities, and custom ad hoc reports.
- Organize tax information and coordinate with your tax preparer.
- Easy access to reports through our online portal and full synchronization with your online accounts.
- Provide reporting and data aggregation across multiple custodians.
- Create custom reporting to meet the unique needs of the client or family.
- Robust resources for data verification and analysis.
- Expansive report library with intuitive and curated templates.
- Full digital access via internet portal, mobile and online reports.
- Organize, pay, track, and reconcile bill payments using a platform designed with client security and privacy in mind.
- Virtual retention of invoices and receipts to create a paperless experience.
- Multiple payment options and flexible reporting capabilities.
- Online access to important details concerning your accounts, vendors, and historical disbursement activity.
Document Safekeeping & Review
- Review, evaluate, and store your financial, estate, legal, and insurance documents.
- Collaborate with your other advisors as well as third-party resources with a goal to maximize your financial and legal architecture to help balance the risk, reward, and governance of your plan.
Contact Callan Family Office
Our goal is to orchestrate the opportunities associated with wealth and provide a clear path forward. To learn more about how we can best serve you, please reach out to our team.