Company profile
Callan Family Office
We serve a highly selective community of families, foundations, & endowments
- Industry
- Financial Services
- Employees
- 50
- Founded
- 2022
Callan Family Office company summary
Callan Family Office is a company in the Financial Services industry, founded in 2022. On LinkedIn the company has around 50 employees. Its listed specialties include Investment Management, Legacy & Wealth Planning, Family Governance & Education, Trust & Fiduciary, Administrative Services.
What technology does Callan Family Office use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Callan Family Office
The needs of ultra-high-net-worth clients go beyond what most wealth managers provide in their offerings to the mass market. The dedicated focus and expertise that these clients expect and deserve can best be provided by a truly independent firm fully focused on delivering precise and objective counsel. At Callan Family Office, we know from decades of working with ultra-high-net-worth families across the country that effectively managing substantial wealth requires strategic thinking, careful planning, and access to an unrestricted range of unique solutions. Fueled by innovation, research, technology, and education, we provide objective advice and counsel to ultra-high-net-worth families, foundations, and endowments. We are laser-focused on placing our clients’ best interests first. Our firm was founded by experienced professionals, and operates under a strategic licensing and servicing arrangement with Callan LLC, a leading independent investment consulting firm that serves institutional investor and investment advisor clients with over $3 trillion in total assets under advisement. Our principals have spent their careers serving ultra-high-net-worth clients and their foundations and endowments and, as Callan Family Office will strive to deliver exceptional results to its clients across all markets. Leveraging our relationship with Callan, we have access to over 45 years of industry research, education, and sophisticated investment guidance. Additionally, through our open architecture platform, we work with clients to select the appropriate banking and trust solutions to meet their unique needs. Through this combination we are committed to redefining the client experience. Our approach is designed to build trust and confidence. We endeavor to bring initiative, outstanding performance, and sophisticated solutions that draw upon decades of industry insight.
Specialties
Compare companies similar to Callan Family Office
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Callan Family Office callanfamilyoffice.com | Financial Services | 50 | 2022 | - |
 JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
 Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
 Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
 Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
 Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
 Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
 BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about Callan Family Office
What does Callan Family Office do?
The needs of ultra-high-net-worth clients go beyond what most wealth managers provide in their offerings to the mass market. The dedicated focus and expertise that these clients expect and deserve can best be provided by a truly independent firm fully focused on delivering precise and objective counsel. At Callan Family Office, we know from decades of working with ultra-high-net-worth families across the country that effectively managing substantial wealth requires strategic thinking, careful planning, and access to an unrestricted range of unique solutions. Fueled by innovation, research, technology, and education, we provide objective advice and counsel to ultra-high-net-worth families, foundations, and endowments. We are laser-focused on placing our clients’ best interests first. Our firm was founded by experienced professionals, and operates under a strategic licensing and servicing arrangement with Callan LLC, a leading independent investment consulting firm that serves institutional investor and investment advisor clients with over $3 trillion in total assets under advisement. Our principals have spent their careers serving ultra-high-net-worth clients and their foundations and endowments and, as Callan Family Office will strive to deliver exceptional results to its clients across all markets. Leveraging our relationship with Callan, we have access to over 45 years of industry research, education, and sophisticated investment guidance. Additionally, through our open architecture platform, we work with clients to select the appropriate banking and trust solutions to meet their unique needs. Through this combination we are committed to redefining the client experience. Our approach is designed to build trust and confidence. We endeavor to bring initiative, outstanding performance, and sophisticated solutions that draw upon decades of industry insight.
How many employees does Callan Family Office have?
Callan Family Office has around 50 employees on LinkedIn.
When was Callan Family Office founded?
Callan Family Office was founded in 2022.
Build a lead list from companies like Callan Family Office
Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.