Trust & Fiduciary Services

Trust administration requires a high level of care and duty. A well-crafted estate plan plays a key role in the fulfillment of your trust’s mission and eases the administrative burden of carrying out the requirements of your trust.

At Callan Family Office, we take the time to genuinely listen to clients through the lens of years of experience. We provide guidance as you consider the future well-being of your family and the needs of beneficiaries. We provide thoughtful counsel to grow your trust assets, safeguard and distribute assets, and minimize tax. Finally, we work closely with experienced trust companies using an open architecture approach to meet your specific fiduciary needs:

  • Corporate Trustee Services
  • Directed Trust Agreements
  • Revocable Trusts
  • Irrevocable Trusts
  • Charitable Trusts
  • Dynasty Trusts
  • Liquid and Non-Liquid Assets

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.

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