ThinkAdvisor Profiles Callan Family Office’s Approach to Managing Ultra-High-Net-Worth Family Wealth
The wealthiest families in the United States are seeking more sophisticated advisory services that meet their complex and rapidly evolving needs, and, as Callan Family Office CEO Jack Ginter recently told ThinkAdvisor Magazine, there is a tremendous opportunity for specialist wealth managers to grow in this space. “There just aren’t a lot of registered investment […]
Fortune Magazine Interview with Callan Family Office CIO Doug Evans
The ultra-high-net-worth family has unique investment needs. In a quarterly investment guide from Fortune Magazine, Callan Family Office Chief Investment Officer Doug Evans shared areas of the market where the country’s wealthiest families may find investment opportunities. Please read Doug’s full interview with Fortune Magazine here
Barron’s Interview with Callan Family Office CEO Jack Ginter
It’s no small feat creating from scratch a wealth advisory business that can meet the lofty expectations of $100 million client families. Our CEO Jack Ginter sat down with Barron’s to discuss the opportunities the firm sees in serving ultra-high-net-worth clients. “An incredible amount of work has gone into building out the platform, standing up […]
Rethinking65 Interviews Jack Ginter on What the Wealthiest Families Deserve
Many ultra-high-net-worth families built their wealth through their own businesses. They took risks. They matched their own capital with sweat equity. And they made decisions on their own terms. Even as the founders transferred their businesses and wealth to later generations, the spirit of entrepreneurship continued to underpin their families’ values. When we started Callan […]
Crain Currency Interviews Betty Pettine on Ensuring Your Philanthropy Has Impact
Philanthropy is a passion for most high-net-worth families. Yet just because it’s a passion, that doesn’t make it any less of a business. As such, whether a donor is highly experienced or a novice, it’s important to approach philanthropy as you would any investment — with proper research, diligence and the right approach. Our […]