Callan Family Office, a registered investment advisor specializing in ultra-high-net-worth clients, has been named a finalist in four categories for the 2025 WealthManagement.com Industry Awards. This acknowledgment reflects the firm's dedication to innovation and excellence within the financial services sector. Its Tax Overlay program has secured finalist positions in the Family Office and RIA Client Initiative categories. Additionally, CEO Jack Ginter is a finalist for Chief Executive Officer of the Year for RIAs with assets under $25 billion, and Dan Burke is a finalist for Chief Technology Officer of the Year.
The WealthManagement.com Industry Awards, now in their 11th year, recognize the contributions of companies and individuals who significantly impact the success of financial advisors. Winners will be announced at a ceremony in New York City on September 4th. David Armstrong of WealthManagement.com highlighted the awards' role in celebrating industry leaders, with Callan Family Office's multiple nominations underscoring its pioneering efforts in addressing the needs of ultra-high-net-worth families and institutions.
This recognition not only showcases Callan Family Office's commitment to superior investment management and financial planning but also its capacity for innovation in a dynamic industry. The accolades from WealthManagement.com affirm the hard work and dedication of the Callan Family Office team.
