Callan Family Office

Jeffrey T. Getty, JD, MS (Tax), CFP®, CM&AA®

Chief Tax Strategist

Jeff Getty is Chief Tax Strategist at Callan Family Office, where he oversees firm‑wide research and strategy on complex income, transfer and international tax issues for ultra‑high‑net‑worth families, closely held businesses and private investment firms. Over nearly three decades as a tax attorney, M&A adviser and business‑transition consultant, he has designed forward‑looking structures that protect and enhance after‑tax value from early‑stage growth through liquidity and beyond.

Before joining Callan, Jeff guided owners, investors and executives years ahead of an exit, orchestrating innovative pre‑transaction planning that consistently delivered premium valuations. His work encompasses transactional tax counsel, asset‑protection design and post‑sale wealth‑preservation strategies.

A Fellow of the American College of Trust and Estate Counsel, Jeff speaks regularly on complex tax and asset protection topics.  He is the bestselling author of The Descent Is the Real Climb: The Unexpected Truths About Successful Business Transitions, co‑author of Foreign and Domestic Asset Protection Strategies, and has written more than a dozen articles for leading professional journals. He has also served Duquesne University as both Executive‑in‑Residence and member of the Tax Advisory Board for its M.S. in Taxation program.

Jeff holds a B.A. in Political Science from the College of Charleston, a J.D. from the University of Pittsburgh School of Law and an M.S. in Taxation from Duquesne University. His professional credentials include Certified Financial Planner®, Accredited Estate Planner®, Certified Merger & Acquisition Advisor and Associate in Captive Insurance.