We are pleased to share that Callan Family Office has won the Best Client Initiative in the Family Office category for the WealthManagement.com 2025 Industry Awards.
The award focused on the launch of Callan Family Office’s Tax Overlay program, which empowers the firm’s investment partners to make personalized, tax-aware trading decisions in client portfolios. By directly managing investments instead of outsourcing portfolio implementation to third-party asset managers with a partial view of clients’ assets, Callan Family Office is giving clients greater control over the size and timing of capital gains taxes in their portfolios. This optimizes outcomes across complex ownership structures, with Callan Family Office investment partners using firsthand knowledge of the family’s overall financial situation to deliver a tailored solution for equity portfolio management.
“When we built Callan Family Office, we knew that ultra-high-net-worth families needed both an independent and innovative partner to help them manage the complexities of their wealth, and Tax Overlay was designed to help bring tax efficiency to these portfolios,” said Jack Ginter, Chief Executive Officer of Callan Family Office. “We are honored that the industry has recognized the successful impact of our approach in serving the highly complex needs of wealthy families.”