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Callan Family Office Launches Tax Overlay Management Program for UHNW Clients

Callan Family Office has launched a Tax Overlay Management Program to maximize after-tax returns for ultra-high-net-worth families, family offices, foundations, and endowments across the United States. The program empowers investment partners to make personalized, tax-aware trading decisions in client portfolios, giving clients greater control over capital gains taxes and optimizing outcomes across complex ownership structures.

This news matters because the Tax Overlay Management Program provides ultra-high-net-worth families with greater control over capital gains taxes, lower investment expenses, and multi-account optimization. The strategic equity stake in Aris Investing also ensures that the program will evolve to meet the sophisticated needs of UHNW families for years to come.