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: