Callan Family Office today announced a strategic partnership with Vanilla, combining Callan Family Office’s decades of experience serving ultra-high-net-worth families with Vanilla’s leading estate planning technology platform.
As family wealth becomes increasingly complex, estate planning technology must evolve alongside it. Many of today’s tools were built for traditional wealth planning, while ultra-high-net-worth families often require support for multigenerational wealth transfers, trusts, family entities, private investments, and sophisticated ownership structures.
Through this partnership, we’re investing in the future of estate planning technology and collaborating with Vanilla to develop capabilities designed specifically for the needs of ultra-high-net-worth families, family offices, and their advisors.
Please read the complete announcement here.