Callan Family Office Achieves Rapid Growth in Serving Ultra-Wealthy Clients

Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations and endowments across the United States, has reached a significant milestone by crossing $5 billion in assets under management. This achievement comes just over two years after the firm’s founding in February 2022, with the growth being entirely organic from new client acquisitions and partnerships.

‘We started Callan Family Office because we believed that ultra-high-net-worth families could benefit from a truly independent, entrepreneurial approach from partners who take full accountability for all aspects of family wealth,’ said Jack Ginter, Partner and Chief Executive Officer of Callan Family Office. ‘We have been honored that families have turned to us for our institutional level of investment research and access, our planning services, and other family office support. Best of all, we are just getting started.’

Unlike other firms that have grown through acquisitions or outside capital, Callan Family Office is wholly owned by its 23 partners, all of whom have extensive experience exclusively serving the unique needs of ultra-high-net-worth families. As of March 30, the firm maintained an average client size of $100 million. Through a licensing arrangement and partnership with Callan LLC, which advises more than $3 trillion in assets, Callan Family Office provides clients with access to institutional-quality research, education, and private-market deal flow that is rare among other registered investment advisors (RIAs).

Over the past year, Callan Family Office has expanded its service offerings to meet the evolving needs of its clients. In 2023, the firm launched its Endure program, dedicated to family governance and education. Endure offers a team of experienced consultants who provide advice on strategies and practices that facilitate alignment, communication, and decision-making within families and across generations. This includes guidance on preparing for family business transitions, navigating family dynamics, philanthropy, preparing and educating next generations, and developing or enhancing family governance practices.

Earlier in 2024, Callan Family Office expanded its financial administration services to clients and other single-family offices. These enhanced services include bill pay, cash management, reconciliation, and customized reporting.

‘Our team knows that every decision we make has to be in the best interests of the families and institutions that trust us with their multifaceted needs,’ Ginter said. ‘We believe our growth validates our independent approach, and we look forward to the next chapter as we continue to build Callan Family Office.’

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