Callan Family Office Launches Tax Overlay Management Program for Ultra-High-Net-Worth Clients

We are pleased to share that Callan Family Office has launched a technology-enabled Tax Overlay Management Program developed to maximize after-tax returns for wealthy families.

The program empowers Callan Family Office’s investment partners to make personalized, tax-aware trading decisions in client portfolios instead of outsourcing portfolio implementation to third-party asset managers with a partial view of clients’ assets. This gives clients greater control over the size and timing of capital gains taxes in their portfolios and optimizes outcomes across complex ownership structures, with CFO investment partners using firsthand knowledge of each family’s overall financial situation to deliver a tailored solution for equity portfolio management.