Curated News
By: NewsRamp Editorial Staff
October 29, 2024
Callan Family Office Named to 2024 Forbes/SHOOK List of Top RIA Firms
TLDR
- Callan Family Office named to 2024 Forbes/SHOOK list of America's Top RIA Firms, managing over $1.6 trillion in assets.
- Callan Family Office provides investment management, personalized advice, and financial planning to ultra-high-net-worth families, foundations, and endowments.
- The firm focuses on helping families manage their future, achieve their purpose, and realize their full potential as individuals and families.
- Forbes/SHOOK list consists of 250 firms managing over $1.6 trillion in assets, with rigorous screening and interviews conducted.
Impact - Why it Matters
This news matters as it showcases the continued success and growth of a reputable investment advisory firm, providing insight into the services and milestones achieved by Callan Family Office. The recognition on the Forbes/SHOOK list reflects the firm's dedication to serving ultra-high-net-worth families and its ongoing commitment to innovation and strategic wealth management.
Summary
Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, has been named to the 2024 Forbes/SHOOK list of America's Top RIA Firms for the second consecutive year. CEO Jack Ginter expressed gratitude for the recognition, highlighting the firm's commitment to providing objective advice and counsel to ultra-high-net-worth families, foundations, and endowments. The firm has achieved significant milestones in 2024, including crossing $6 billion in assets under administration and launching new service offerings.
Source Statement
This curated news summary relied on content disributed by News Direct. Read the original source here, Callan Family Office Named to 2024 Forbes/SHOOK List of Top RIA Firms
