Callan Family Office Introduces Tax Mgmt Program for UHNW Clients

Callan Family Office announced the launch of its tech-enabled “Tax Overlay Management Program” aimed at maximizing after-tax returns for its wealthy family clients.

Callan FO partnered with Aris Investing on the program, which allows the firm’s investment partners to directly control portfolio implementation, bypassing third-party asset managers, so they can apply their first-hand knowledge of individual family situations to provide more tailored and tax-efficient trading decisions.

The program integrates third-party active strategies, direct indexing, and a household-level asset view to coordinate across separately managed accounts. Callan said this will provide clients with greater control over the size and timing of capital gains taxes within their portfolio, allowing them to optimize outcomes across complex ownership structures.

Source: https://www.accesswire.com/940007/callan-family-office-launches-tax-overlay-management-program-for-ultra-high-net-worth-clients