Callan Family Office, a registered investment advisor catering to ultra-high-net-worth families, has recently surpassed $5 billion in assets under management, a notable achievement reached just over two years after its inception in February 2022. This growth, entirely organic, stems from new client acquisitions and partnerships, underscoring the firm's successful strategy and the confidence clients have in its services.
Jack Ginter, Partner and Chief Executive Officer of Callan Family Office, emphasized the firm's commitment to providing an independent, entrepreneurial approach to managing family wealth. With a team of 23 partners, each bringing extensive experience in serving ultra-high-net-worth families, the firm prides itself on its institutional level of investment research and access, planning services, and comprehensive family office support. The firm's average client size stands at $100 million, reflecting its focus on high-value relationships.
Through a strategic partnership with Callan LLC, which advises over $3 trillion in assets, Callan Family Office offers its clients unparalleled access to institutional-quality research, education, and private-market opportunities. This collaboration sets the firm apart from other registered investment advisors, providing a unique advantage in serving its clientele.
In response to the evolving needs of its clients, Callan Family Office has expanded its service offerings. The introduction of the Endure program in 2023 focuses on family governance and education, offering expert advice on navigating family dynamics, philanthropy, and preparing the next generation for wealth management. Additionally, the firm has enhanced its financial administration services in 2024, including bill pay, cash management, and customized reporting, further solidifying its role as a trusted advisor.
Ginter's remarks highlight the firm's dedication to acting in the best interests of the families and institutions it serves. The milestone of $5 billion in assets under management not only validates Callan Family Office's independent approach but also signals the beginning of a promising future as it continues to expand and refine its services. For more information, visit https://www.callanfamilyoffice.com.
