Private Banking & Trust

At Callan Family Office, we have deep experience exclusively working with ultra-high-net-worth families, so we understand that effectively managing substantial wealth requires strategic thinking, careful planning, and access to a vast range of unique solutions. That’s why we meet you where you are and create a plan together through an intentional, proprietary process called Foundations 360.

Private Banking

Callan Family Office’s experienced service teams have spent years handling the day-to-day banking needs of ultra-high-net-worth families. We are able to provide a customized banking experience through our open-architecture wealth management platform which allows us to bring tailored banking advice and solutions to our clients.

Callan Family Office serves as your Private Banker for traditional banking services
We will go to market on behalf of our clients to determine the best lending products, rates, and solutions for our clients

Liquidity and Deposits

Customized cash management strategies to meet liquidity needs

Traditional Banking Needs

Assisting in money movement
Cash Management
Credit Cards
Bill Pay
Additional Banking Needs

Lines of Credit

Ability to negotiate preferred pricing on liquid-secured lines of credit
Access to lines of credit and other lending products through extensive network of financial institutions

Interest-Rate Management

Interest-rate risk management through extensive network of partner banking institutions

Specialty Financing

Access to custom lending solutions such as:

Aircraft financing
Mortgages
Commerical Real Estate
Additional Lending Needs

Trust & Fiduciary Services

Callan Family Office provides guidance as you consider the future well-being of your family and the needs
of beneficiaries, providing thoughtful counsel to grow, safeguard, and distribute assets.

Advise clients on the most appropriate trust structures for their family

Review and summarize current trust documents

Work with clients’ advisors to amend and update trust documents as needed

Callan Family Office teams serve as clients’ point of contact for trust administration

Discuss benefits of Directed Trust and Delegated Trust options as well as identify the most favorable trust jurisdiction or situs for the family
Using our open-architecture platform, provide customized trustee services to clients through our network of corporate trustees

Additional Support Services for Trustees

Spending Analysis

Collaboration with trustees and beneficiaries on spending plans to balance current needs with future trust obligations.

Trust Administration

Fiduciary advisement on the terms of the trust and its administration, as well as distribution support and modest amounts of bill payments based on trustee direction.