Callan Family Office Recognized for Excellence in Multiple Categories

Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments across the United States, has been recognized for its outstanding performance and commitment to excellence. The firm has been selected as a finalist in three different categories for the Eleventh Annual Family Wealth Report Awards 2024.

The categories in which Callan Family Office has been nominated are Multi-Family Office (New Entrant), Women in Wealth Family Office (Individual) for Partner and Head of Legacy Planning Amy Jucoski, and Outstanding CEO (Chief Executive Officer) for Jack Ginter.

Jack Ginter, chief executive officer of Callan Family Office, expressed his gratitude for the recognition, stating, ‘Being selected as finalists in these categories by the judges of the Family Wealth Report Awards is an honor, and a credit to the hard work of our entire team. We started this firm with the unique needs of family offices in mind, so this recognition is a validation of our place in the industry as an entrepreneurial and independent firm.’

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams, and individuals serving the family office, family wealth, and trusted advisor communities in North America. According to Stephen Harris, ClearView Financial Media’s CEO and publisher of Family Wealth Report, ‘Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year.’

Callan Family Office’s recognition as a finalist in the Multi-Family Office (New Entrant) category highlights its innovative approach to serving the unique needs of ultra-high-net-worth clients. The firm’s commitment to personalized advice, holistic financial planning, and investment management has earned it a place among the industry’s leading players.

The winners of the Family Wealth Report Awards 2024 will be announced on May 2, 2024, at the Gala Ceremony at the Mandarin Oriental Hotel in New York.

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