Foundations & Endowments
A Comprehensive Suite of Services
for Non-Profit Organizations
At Callan Family Office, we know from decades of working with charitable organizations that effectively managing substantial wealth requires strategic thinking, careful planning, and access to a full range of custom solutions. Fueled by innovation, research, technology, and education, we provide objective advice and counsel to support your charitable mission today and for generations to come.
OUTSOURCED CHIEF INVESTMENT OFFICER (OCIO) SOLUTION
- Discretionary management of globally-invested portfolio across public and private markets
- Unique access to top-tier private capital
- Spending policy, asset allocation study, and private capital pacing enable development of the organization’s investment policy statement
- Risk analytics and custom reporting
- Ability to overlay board values through customization of active and passive investment strategies
NON-PROFIT ADMINISTRATION
- Disbursements and liquidity management
- Alternative investment administration, including serving as liaison to accounting team for K-1 collection and audit support
- Meeting facilitation and institutional history maintained through document share and annual summaries
- Through our partnership with Foundation Source, we are able to provide our clients with a streamlined approach to their charitable activities in lockstep with our core investment and planning services.
PHILANTHROPIC ADVISORY & CONSULTING
- Philanthropic consulting for Foundations and Endowments
- Board governance consulting focused on mission, values, vision, and leadership alignment
- Ongoing Board education
Discretionary Investment Management for
Charitable Organizations
As an independent firm with a fully open architecture investment platform, we invest solely in your best interests. Our modern technology platform enables nimble, precise implementation and daily, custom portfolio reporting. A strategic relationship with Callan LLC provides the due diligence, access, and tools to construct institutional-caliber portfolios.
1
LOW-COST PUBLIC MARKET EXPOSURE
Implementation of public market exposures with low-cost passive and semi-active strategies alongside concentrated active management reduces the cost to clients relative to separate account or mutual fund implementation
2
PRIVATE CAPITAL
Unique access to top-quartile private capital funds via Callan LLC’s private capital pipeline.
Direct access to alternatives without the use of feeder funds
3
RISK MANAGEMENT
Quantitative risk management framework to evaluate risk across public and private markets
4
CUSTOM REPORTING
Addepar enables daily, customizable views of asset performance sheet and investment reporting customized for each organization