"I love Callan Family Office | Wealth Management Firm"

2022-10-21 07:27:50

HomeAboutFirmOur TeamServicesInvestment ManagementLegacy & Wealth PlanningFamily Governance & EducationTrust & Fiduciary ServicesAdministrative ServicesPrivate BankingFoundations & EndowmentsNews & InsightsContact Login Values & Advice that Endure FOCUSED ON SERVING A HIGHLY SELECTIVE COMMUNITY OF FAMILIES, FOUNDATIONS, & ENDOWMENTS Independence. Experience. Expertise. Focus. We are thrilled to introduce Callan Family Office, a special innovation in the wealth management industry. As an independent firm, we are fully focused on delivering precise and objective counsel. Our commitment to timeless values includes listening intently, doing what’s right every time, and placing clients’ interests first, allowing the merits of our contribution to endure.Access to objective independent advice for managing your wealth, customized to meet your current requirements and in line with your long-term objectives.Rely on our team’s investment acumen and heritage built from deep experience serving ultra-high-net-worth families and institutions.Take comfort in knowledgeable counsel and thoughtful guidance as we provide insights, education, and practical advice to help you and your family manage the financial, social, and personal aspects of wealth, in conjunction with your other trusted advisors and our community of connections.Our firm was founded by highly credentialed professionals and leverages the investment insight, research, and opportunities of Callan LLC, a leading independent investment consulting firm serving institutional and investment advisor clients with more than $3 trillion in assets under advisement.Our principals have spent their extensive careers serving ultra-high-net-worth clients and institutions; we strive to deliver exceptional results across all markets. Through this combination we are committed to redefining the client experience.The Callan Family Office Difference Investment Management We offer custom, institutional investment management and research across global asset classes and solutions to families looking for an approach that remains sensitive to taxes and maximizes net real return.View Investment Management Services Legacy & Wealth Planning We provide advice that helps you navigate the financial, tax, and estate planning opportunities that emerge with unique levels of wealth. Our priority is to deliver a multigenerational wealth plan representative of your family’s values, interests, and priorities.View Legacy & Wealth Planning Services Family Governance & Education Providing a distinctive level of care, we go beyond traditional financial services and work with families to address the personal dimensions of managing substantial wealth. We focus on solutions that help families work together to successfully manage their future, achieve their purpose, and realize their full potential as individuals and as a family.View Family Governance & Education Services Trust & Fiduciary Services Acting as fiduciaries first and foremost, we have deep knowledge and professional experience to help you design and administer trust solutions that address your current and long-term goals.View Trust & Fiduciary Services Administrative Services We offer a range of services to help simplify managing your financial and investment life while leveraging current technology. Our solutions focus on careful attention to important details relating to navigating bill payments, tracking expenses, account reconciliations, and reporting.View Administrative Services Private Banking We take an open architecture approach to private banking. We provide you with access to sophisticated banking solutions and full balance sheet advice to meet your liquidity and risk management needs.View Private Banking Services Foundations & Endowments We actively manage assets for tax-exempt organizations. We create and lead investment policy statement development, spending policy, and board education services. These services include investment management, custody, and reporting.View Foundations & Endowment  Services About Our Valued Investment Research Partner 32 ,000 + Investment strategies in Callan's proprietary database 50 + Dedicated research experts supporting our consultants $ 3 trillion + Institutional assets under advisement 45 + Years advising institutional plans and funds Contact Callan Family OfficeOur 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.Get In Touch © 2022 Callan Family Office Join Our TeamForm CRSPrivacy Policy Callan Family Office is the exclusive trademark licensee of Callan LLC. Callan LLC provides products and services to Callan Family Office. Clients of Callan Family Office are not clients of Callan LLC, and the parties are not affiliated. CALLAN, CALLAN FAMILY OFFICE and the other Callan trademarks and service marks are registered and/or unregistered trademarks of Callan LLC and may not be used without its permission. INVESTMENT ADVISORY SERVICES AND PRODUCTS PROVIDED TO CLIENTS OF CALLAN FAMILY OFFICE ARE PROVIDED SOLELY BY CALLAN FAMILY OFFICE AND NOT BY OR ON BEHALF OF CALLAN LLC. REPRESENTATIVES OF CALLAN FAMILY OFFICE ARE EMPLOYEES AND AGENTS OF CALLAN FAMILY OFFICE AND NOT EMPLOYEES OR AGENTS OF CALLAN LLC.Callan Family Office (CFO) is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The publication of this content should not be construed by anyone as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. A copy of CFO’s current written disclosure statement as set forth on Form ADV, discussing CFO’s business operations, services, and fees is available at www.adviserinfo.sec.gov. You are now leaving Callan Family Office’s website and going to Callan LLC’s website. Callan Family Office is not affiliated with Callan LLC. Callan Family Office is not responsible for the services and content on Callan LLC’s website.  Inclusion of this link does not constitute or imply an endorsement, sponsorship, or recommendation by Callan Family Office of Callan LLC’s website, or its contents, and Callan Family Office is not responsible or liable for your use of it.  When visiting Callan LLC’s website, you are subject to Callan LLC’s terms of use and privacy policies.ContinueGo Back