Callan Family Office Expands Financial Administration Division to Support Ultra-High-Net-Worth Families and Other Single Family Offices

We are pleased to announce that Callan Family Office has broadened our capabilities with the expansion of our financial administration division.

Financial administration services include bill pay, cash management, reconciliation, and customized reporting. Callan Family Office is making these and other services available to both its ultra-high-net-worth clients and to other single-family offices.

The handling of day-to-day administrative tasks such as bill pay can take significant time. Commonly, the process is manual, and clients have information spread across different systems, accounts, and providers. Using the firm’s custom technology and processes, Callan Family Office directly handles these daily activities, allowing clients to get a more holistic financial view, improve operational efficiency and mitigate risk.

Through these expanded services, Callan Family Office also focuses on helping clients achieve their specific financial goals, adjusting asset allocations to help them meet sizable ongoing expenses, such as the purchase and maintenance of a private aircraft, charitable initiatives, and other personal goals. The team also serves as liaison to the client’s accountant to provide reports and any tax items tracked throughout the year to aid in tax reporting.