At Callan Family Office, Amy Jucoski brings more than 20 years of experience leading teams that provide value-added services. Amy and her team offer a broad range of administrative and advisory services. When building a wealth plan, forming a family office, or selling a family business, Amy believes it’s important to empower families to make informed decisions about their wealth, promote collaboration and communication to achieve desired outcomes, leverage the family’s specific skills and talents, and consider relevant perspectives.

A wealth planner, Amy leads a team of highly credentialed, experienced professionals with backgrounds in accounting, bookkeeping, pre-sale business planning, tax, legal, philanthropy, and behavioral science. Her team helps clients and single-family offices address the complexities that come with unique wealth in areas including legacy and wealth planning, tax strategy planning, bill pay, financial administration, global reporting, charitable planning, foundation administration, business transactions, family office formation, and family culture. Additionally, her team serves as a resource for family wealth education, with a focus on next-generation program delivery and coaching. Amy’s team takes an integrated approach by working together and across other disciplines at the firm to address client goals.

Amy is a member of the Marketing and Communications Committee, with a focus on the firm’s digital marketing efforts.

Previously, Amy spent nearly 20 years at Abbot Downing, Wells Fargo’s ultra-high-net-worth management business, leading a national team of professionals in legacy and wealth planning. She was also responsible for implementing consistency in the development and delivery of planning services and resources across the country. Amy has served in additional roles in project management, tax services, and employee benefit disbursements.

Amy received her bachelor’s degree in management from the University of Phoenix and holds a paralegal studies degree from Champlain College. A Certified Financial Planner®, Amy was a board member for the Downtown Winston-Salem Partnership and the Winston-Salem Estate Planning Council. She has also served as a member of the personal financial planning committee for the Association of International Certified Professional Accountants® (AICPA®).