Callan Family Office has been named to the 2024 Forbes/SHOOK list of America's Top RIA Firms, marking its second consecutive year of recognition. This accolade reflects the firm's dedication to providing exceptional wealth management services to ultra-high-net-worth families, foundations, and endowments. The Forbes/SHOOK list is a prestigious ranking that identifies the top 250 registered investment advisory firms in the United States, collectively managing over $1.6 trillion in assets. The selection process is thorough, involving thousands of nominations, interviews, and evaluations to ensure only the most deserving firms are included.
Jack Ginter, CEO of Callan Family Office, shared his pride in the firm's achievement, emphasizing its deep expertise in serving ultra-high-net-worth clients. Since its launch in 2022, Callan Family Office has quickly risen to prominence, thanks to its innovative approach that combines research, technology, and education to meet the unique needs of its clients. The firm's recent milestones, including surpassing $6 billion in assets under administration and expanding its service offerings, underscore its commitment to growth and innovation.
This recognition is not only a testament to Callan Family Office's success but also highlights the increasing demand for specialized wealth management services. For clients with substantial assets, the firm's inclusion on the Forbes/SHOOK list serves as a reassurance of its capability to handle complex financial situations. Moreover, it signals a broader trend in the financial services industry towards tailored solutions for ultra-high-net-worth individuals and families.
The integrity of the Forbes/SHOOK list is maintained by its independent selection process, ensuring that rankings are based on merit rather than financial considerations. Callan Family Office's repeated inclusion on the list is a clear indicator of its standing in the industry and its unwavering commitment to excellence. As the firm continues to expand its services and client base, its recognition by Forbes/SHOOK sets a high standard for its future endeavors in the wealth management sector.
