Legacy & Wealth Planning

Good stewardship and preserving wealth across multiple generations is a key focus of our team. At Callan Family Office we understand that managing significant wealth entails much more than simple considerations of portfolio construction and investment monitoring. We draw upon our extensive experience to provide you with insights to create clarity. Our goal is to help you organize and implement an integrated plan which preserves, protects, and transitions your wealth to achieve long-term success.

Our process begins with listening to you and asking thoughtful questions so we can understand what matters most. Then we work with you, and your other advisors, to capture important details to create a foundational plan that fully illustrates your current financial, estate, and business structure. This foundational plan serves as the starting point for future decision-making for legacy and wealth planning, which may include any of the following elements:

• Wealth Transfer Planning – Focuses on developing a custom-crafted plan. By integrating investments, we work to help you protect, transition, and build wealth by considering all aspects of your financial life, including areas such as tax, trust and estate, legacy, business planning, retirement, education planning, and more.
• Cash Flow Planning – Establishes a forward-looking projection so you know the potential impact on asset values, as well as net-to-heirs based on certain portfolio return and cash flow assumptions, which allows you to prepare and make informed decisions about the future.
• Philanthropic Planning – Integrates strategies into your financial, tax, and estate planning to help meet your philanthropic goals while also meeting your personal goals. Philanthropy, expressed through careful planning, is a powerful way to give to charities you believe in and care about most.