Callan Family Office, a registered investment advisor catering to ultra-high-net-worth families, family offices, foundations, and endowments across the United States, has achieved significant recognition by being selected as a finalist in three distinct categories for the Eleventh Annual Family Wealth Report Awards 2024. The categories include 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, CEO of Callan Family Office, shared his appreciation for the acknowledgment, emphasizing the firm's dedication to addressing the unique needs of family offices. The Family Wealth Report Awards, known for celebrating innovation and excellence within the family office, family wealth, and trusted advisor sectors in North America, have subjected all entrants to a thorough and impartial judging process. Stephen Harris, CEO of ClearView Financial Media and publisher of Family Wealth Report, commended the achievements of this year's finalists.
The nomination in the Multi-Family Office (New Entrant) category underscores Callan Family Office's innovative strategies in providing tailored advice, comprehensive financial planning, and investment management services to its clientele. This recognition not only validates the firm's position in the industry but also its entrepreneurial spirit and independence. The winners of the Family Wealth Report Awards 2024 are set to be unveiled on May 2, 2024, during a gala ceremony at the Mandarin Oriental Hotel in New York.
For more information on the Family Wealth Report Awards, visit https://www.familywealthreport.com.
