Callan Family Office Surpasses $5 Billion in Assets Under Management, Highlighting Growth in Charitable and Non-Profit Sector
TL;DR
Callan Family Office has crossed $5 billion in assets under management, gaining a competitive edge in the ultra-high-net-worth market.
The firm achieved this milestone through organic client and partner growth, with an average client size of $100 million and a strong focus on family wealth.
Callan Family Office's independent, entrepreneurial approach benefits ultra-high-net-worth families, providing institutional-level investment research, planning services, and family office support.
Callan Family Office's Endure program offers family governance and education, while the expanded financial administration services provide enhanced support to clients and single-family offices.
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Callan Family Office, a registered investment advisor, has achieved a notable milestone by exceeding $5 billion in assets under management, a testament to its organic growth and the trust placed in its services by ultra-high-net-worth families, family offices, foundations, and endowments. Founded in February 2022, the firm's success is attributed to its independent, entrepreneurial approach and its commitment to providing institutional-level investment research, planning services, and family office support.
Jack Ginter, Partner and Chief Executive Officer of Callan Family Office, emphasized the firm's dedication to serving the unique needs of its clients without relying on acquisitions or outside capital. The firm's partnership with Callan LLC enables it to offer clients rare access to institutional-quality research and private-market deal flow, distinguishing it from other registered investment advisors.
In response to the evolving needs of its clients, Callan Family Office introduced the Endure program in 2023, focusing on family governance and education. This initiative provides families with expert advice on navigating complex dynamics, philanthropy, and preparing future generations for leadership roles. Additionally, the firm expanded its financial administration services in 2024, offering comprehensive support including bill pay, cash management, and customized reporting.
The firm's growth reflects the broader trend of increasing reliance on specialized wealth management services within the charitable and non-profit sectors. By maintaining an average client size of $100 million and being wholly owned by its 23 partners, Callan Family Office exemplifies the potential for tailored, accountable financial advisory services to make a significant impact on the stewardship of wealth for philanthropic purposes.
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