The banking needs of ultra-high-net-worth individuals and families can run from credit cards and checking accounts to highly sophisticated banking solutions. Our team has extensive experience working within some of the world’s largest banks and offers targeted advice and referrals to meet your unique banking needs.
At Callan Family Office we seek to partner with leading providers in the industry and work with them on your behalf. Our open architecture solution set can improve your banking experience. We have the knowledge and expertise to provide advice on:
- Credit secured by liquid assets
- Tax-efficient ways to meet liquidity needs
- Financing options for real estate, aircraft, and other physical assets
- Interest-rate risk management
Contact Callan Family Office
Our goal is to orchestrate the opportunities associated with wealth and provide a clear path forward. To learn more about how we can best serve you, please reach out to our team.