Advisory and Consulting
Just as important as making wise investment decisions is addressing the distinct complexities that significant wealth can bring to an individual, a family, an enterprise, or a philanthropist. At Callan Family Office we are passionate about helping our clients address these and other aspects of managing the impact of family wealth – now and over time.
Crafting Legacies that Endure
En•Dure
/in'dōōr, en'dōōr
Verb Similar
- to remain in existence; last (“The values have endured through time.”)
- last, live, live on, go on, continue, persist
Callan Family Office is deeply committed to helping families address the uniquely familial and social aspects as well as experiences of significant wealth through our Endure program.
Endure offers a dedicated and highly experienced team of philanthropic and family governance and education advisors who consult with you on strategies and practices that facilitate alignment, communication, and decision making within families, and across generations.
Endure is delivered through a select and exclusive collaboration between Callan Family Office and Insights Squared.
Philanthropic Advising
The philanthropic organizations we serve have clear priorities that often include environmental, social, or governance goals which may impact their respective communities. Through our dedicated ESG research, resources, and experience we integrate our clients’ values into our portfolio construction and attempt to maximize our clients’ reach into their communities.