Callan Family Office Crosses $5 Billion in Assets Under Management, Marking Two Years of Organic Growth in Serving Ultra-High-Net-Worth Families

We are pleased to share that Callan Family Office has passed $5 billion in assets under management, just over two years operating as an independent RIA.

“We started Callan Family Office because we believed that ultra-high-net-worth families could benefit from a truly independent, entrepreneurial approach from partners who take full accountability for all aspects of family wealth,” said Jack Ginter, Partner and Chief Executive Officer of Callan Family Office. “We have been honored that families have turned to us for our institutional level of investment research and access, our planning services, and other family office support. Best of all, we are just getting started.”

Financial Planning Magazine recently interviewed Jack about our growth and this achievement.