ThinkAdvisor Profiles Callan Family Office’s Approach to Managing Ultra-High-Net-Worth Family Wealth

The wealthiest families in the United States are seeking more sophisticated advisory services that meet their complex and rapidly evolving needs, and, as Callan Family Office CEO Jack Ginter recently told ThinkAdvisor Magazine, there is a tremendous opportunity for specialist wealth managers to grow in this space.

“There just aren’t a lot of registered investment advisor firms out there providing this level of service specifically crafted for the ultra-wealthy,” Ginter said. “To be successful in this realm requires a clear focus, and that’s why we are completely dedicated to serving the needs of ultra-high-net-worth clients and foundations with $50 million in assets and above. This sharp focus is a really important element of our strategy and story.”