We are pleased to share that Callan Family Office has been named a Finalist in the WealthManagement.com 2025 Industry Awards for four categories.
Callan Family Office was named a finalist in the Family Office and RIA Client Initiative categories, both recognizing its innovative Tax Overlay program. Additionally, Jack Ginter is a finalist for Chief Executive Officer of the Year for RIAs under $25 billion in assets under management, and Dan Burke is a finalist for Chief Technology Officer of the Year.
“We are thrilled to be recognized in four categories by WealthManagement.com for the Wealthies, which are so well-respected in our industry,” Ginter said. “This recognition affirms our position as an entrepreneurial, independent firm dedicated to serving the unique needs of ultra-high-net-worth families. This honor is a credit to the hard work of our entire team.”