Callan Family Office

EST. AUM
$10,208,823,032

CONTACTS
16

CLIENT ACCOUNTS
2,697

Firm Details

Metro area Philadelphia
CRD Number 317446
Website callanfamilyoffice.com
Client types

Overview

Callan Family Office operates as an independent firm, solely dedicated to offering precise and unbiased counsel to families, foundations, and institutions. Their ethos is rooted in timeless values, including attentive listening, consistent ethical conduct, and prioritizing client interests above all else. Clients can expect access to objective advice tailored to their current needs and long-term objectives, supported by the expertise of a team with a heritage of serving ultra-high-net-worth families and institutions. The firm, founded by highly credentialed professionals, draws upon the investment insights and research of Callan LLC, a renowned independent investment consulting firm with over $3 trillion in assets under advisement. With a focus on delivering exceptional results across all markets, Callan Family Office aims to redefine the client experience. Their comprehensive suite of services spans investment management, legacy and wealth planning, family governance and education, trust and fiduciary services, administrative services, private banking, and management for foundations and endowments. The firm's commitment to excellence is underscored by its extensive investment research database, comprising over 32,000 strategies, supported by a team of 50 dedicated research experts with 45 years of experience advising institutional plans and funds.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Callan Family Office

Platform Details

Investment Preferences

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Address

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