We are pleased to announce that Callan Family Office has been selected as a winner in the Multi-Family Office (Client Initiative) category at the Twelfth Annual Family Wealth Report Awards 2025 program.
“This honor is a testament to the work of our entire team,” said Callan Family Office Chief Executive Officer Jack Ginter. “In just a few short years, we have built an entirely new kind of ultra-high-net-worth wealth management firm, one that provides true independence and best-in-class offerings across investment, technology, legacy planning and more. I want to thank our entire team for helping us achieve this recognition.”
The award was for the recent launch of Callan Family Office’s Tax Overlay program, which 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.
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
“Every category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year,” said Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report. “We have seen a marked increase in entrants and interest in all our global awards programs and Family Wealth Report is no exception.”
Launched in 2022, Callan Family Office provides objective advice and counsel to ultra-high-net-worth families, foundations and endowments. The firm and its 23 partners focus on solutions that help families work together to successfully manage their future, achieve their purpose, and realize their full potential as individuals and as part of a larger family unit.