Callan Family Office

Investment News on Callan Family Office’s Expansion of Financial Administration

Callan Family Office’s launch of financial administration was highlighted recently by Investment News: “Unlike the typical approach to day-to-day administrative finances like bill payment, which is commonly manual and takes information from across different systems and providers, the firm says it reduces the risk of errors by handling those directly with its own custom technology […]

Jack Ginter Speaks with Institutional Investor on Callan Family Office’s Expanded Services

Callan Family Office’s expansion of family office services to both its own clients and single family offices was highlighted recently by Institutional Investor. In an interview, CEO Jack Ginter explained the firm’s rationale for offering financial administration: “What we see really clearly is that, whether it’s a large family or a single-family office, they often […]

What Are the Planning Issues for Blended Families? Amy Jucoski, Head of Legacy and Wealth Planning, Shares Her Thoughts with Barron’s

Financial and estate planning can be complicated under normal circumstances. Having a so-called blended family, or one that includes children from previous marriages, ups the ante. That’s where advisors have an important role to play. Amy Jucoski, Partner and Head of Legacy & Wealth Planning, shared her thoughts on considerations of planning in blended families […]

Fortune Magazine Interview with Callan Family Office CIO Doug Evans

The ultra-high-net-worth family has unique investment needs. In a quarterly investment guide from Fortune Magazine, Callan Family Office Chief Investment Officer Doug Evans shared areas of the market where the country’s wealthiest families may find investment opportunities. Please read Doug’s full interview with Fortune Magazine here

Barron’s Interview with Callan Family Office CEO Jack Ginter

It’s no small feat creating from scratch a wealth advisory business that can meet the lofty expectations of $100 million client families. Our CEO Jack Ginter sat down with Barron’s to discuss the opportunities the firm sees in serving ultra-high-net-worth clients. “An incredible amount of work has gone into building out the platform, standing up […]