Curated News
By: NewsRamp Editorial Staff
November 07, 2024

Callan Family Office Launches Tax Overlay Management Program for UHNW Clients

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Source News Release

TLDR

  • The Tax Overlay Management Program allows wealthy families to maximize after-tax returns and gain greater control over capital gains.
  • The program integrates model delivery of third-party active strategies, direct indexing, and a household-level view of assets to coordinate and optimize trading.
  • By leveraging technology and expertise, the program helps ultra-high-net-worth families grow and preserve wealth across generations.
  • The program empowers investment partners to make personalized, tax-aware trading decisions, adding value and reducing investment expenses.

Impact - Why it Matters

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.

Summary

Callan Family Office recently launched a technology-enabled 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. The Tax Overlay Management Program integrates model delivery of third-party active strategies, direct indexing, and a household-level view of assets to coordinate and optimize trading across multiple accounts and entities in a typical UHNW portfolio.

Callan Family Office has also taken a strategic equity stake in Aris Investing, which powers the Tax Overlay Management Program with sophisticated portfolio optimization and the tools needed to customize portfolio outcomes for UHNW investors. This strategic partnership ensures that the Tax Overlay Management Program will evolve to meet the sophisticated needs of UHNW families for years to come.

Source Statement

This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Callan Family Office Launches Tax Overlay Management Program for UHNW Clients

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