Company Overview
- Headquarters
- US
- Website
- callanfamilyoffice.com
- Employees
- 39
- Founded in
- 2022
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Callan Family Office
Callan Family Office is a United States-based firm specializing in serving the financial needs of ultra-high-net-worth clients. With 39 employees, the company provides personalized wealth management services to families, foundations, and endowments. Callan Family Office offers a comprehensive suite of services designed to address the unique requirements of its affluent clientele. These services include strategic financial planning, investment counsel, and access to a wide range of banking and trust solutions. The firm's advisors leverage their expertise and industry knowledge to develop customized strategies that align with each client's financial goals and aspirations. A key differentiator for Callan Family Office is its strategic partnership with Callan LLC, a leading independent investment consulting firm managing over $3 trillion in assets. This collaboration grants the firm access to extensive industry research, a wealth of investment insights, and a robust network of financial professionals. For inquiries or to learn more about the services offered, potential clients can visit Callan Family Office's website at callanfamilyoffice.com.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 7 | |||
| 10M | 5 | Vero Beach, FL | 2010 | |
| 10M | 6 | |||
| 10M | 13 | White River Junction, VT | 2011 | |
| 10M | 52 |