Callan Family Office

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...

Investment management,legacy & wealth planning,family governance & education,trust & fiduciary,administrative services,private banking,foundations & endowments,and comprehensive planning

Callan family office operates in the Financial services industry.

Callan family office's revenue is 11m - 100m

Callan family office has 11 - 50 employees.