Callan Family Office Revenue and Competitors

The needs of ultra-high-net-worth clients go beyond what most wealth managers provide in their offerings to the mass market. The dedicated focus and expertise that these clients expect and deserve can best be provided by a truly independent firm fully focused on delivering precise and objective counsel. At Callan Family Office, we know from decades of working with ultra-high-net-worth families across the country that effectively managing substantial wealth requires strategic thinking, careful planning, and access to an unrestricted range of unique solutions. Fueled by innovation, research, technology, and education, we provide objective advice and counsel to ultra-high-net-worth families, foundations, and endowments. We are laser-focused on placing our clients’ best interests first. Our firm was founded by experienced professionals, and operates under a strategic licensing and servicing arrangement with Callan LLC, a leading independent investment consulting firm that serves institutional investor and investment advisor clients with over $3 trillion in total assets under advisement. Our principals have spent their careers serving ultra-high-net-worth clients and their foundations and endowments and, as Callan Family Office will strive to deliver exceptional results to its clients across all markets. Leveraging our relationship with Callan, we have access to over 45 years of industry research, education, and sophisticated investment guidance. Additionally, through our open architecture platform, we work with clients to select the appropriate banking and trust solutions to meet their unique needs. Through this combination we are committed to redefining the client experience. Our approach is designed to build trust and confidence. We endeavor to bring initiative, outstanding performance, and sophisticated solutions that draw upon decades of industry insight.