Curated News
By: NewsRamp Editorial Staff
April 04, 2024
Callan Family Office Surpasses $5 Billion in Assets Under Management
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- Callan Family Office has crossed $5 billion in assets under management, gaining a competitive edge in the ultra-high-net-worth market.
- The firm achieved this milestone through organic client and partner growth, with an average client size of $100 million and a strong focus on family wealth.
- Callan Family Office's independent, entrepreneurial approach benefits ultra-high-net-worth families, providing institutional-level investment research, planning services, and family office support.
- Callan Family Office's Endure program offers family governance and education, while the expanded financial administration services provide enhanced support to clients and single-family offices.
Impact - Why it Matters
The news of Callan Family Office surpassing $5 billion in assets under management is significant as it reflects the firm's success in providing independent and personalized wealth management services to ultra-high-net-worth families. This achievement also highlights the increasing demand for holistic financial planning and family office support in the wealth management industry. Additionally, the firm's partnership with Callan LLC demonstrates its commitment to offering institutional-quality research and education to its clients, further enhancing the value it provides.
Summary
Callan Family Office, a registered investment advisor, has surpassed $5 billion in assets under management in just over two years of independent operation. The firm attributes this achievement to organic client and partner growth, as well as its commitment to providing an independent, entrepreneurial approach to serving ultra-high-net-worth families. Callan Family Office works closely with Callan LLC to offer institutional-quality research, education, and private-market deal flow to its clients. In addition, the firm has expanded its service offerings to include family governance and education through its Endure program, as well as enhanced financial administration services.
Source Statement
This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Callan Family Office Surpasses $5 Billion in Assets Under Management
