Callan Family Office

Callan Family Office 1Q26 Tax Letter

 

The Parthenon endures because strength and balance were embedded into every detail of its design. The same principle governs enduring estate plans. Rockefeller and Mellon are remembered not because of any particular technique, but because their legacies were constructed as systems rather than transactions, architectures capable of absorbing legal change while preserving purpose across generations. For families operating at the highest levels of private wealth, success is not measured by immediate tax savings but by durability across time. That durability depends on intentional design, careful sequencing, and coordination across strategies. When these elements are aligned, the result is not a loophole but an architecture, resilient, balanced, and designed to last as surely as the Parthenon itself.

For our latest insights, please read our 1Q26 Tax Letter.