Values & Advice that Endure

FOCUSED ON SERVING A HIGHLY SELECTIVE COMMUNITY OF FAMILIES, FOUNDATIONS, & ENDOWMENTS

Independence. Experience. Expertise. Focus.

Callan Family Office is an independent firm, fully focused on delivering precise and objective counsel to families, foundations, and institutions. 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.

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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.

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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.

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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.

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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.

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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.

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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.

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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

News & Insights

Planning Alert: The Corporate Transparency Act

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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