New Products
Callan Family Office Launches Governance, Education Program

The offering from the firm taps into how governance of families and education are crucial areas, sometimes described as "soft" topics.
Callan Family Office, a new registered investment advisor serving ultra-high net worth US families, has announced an exclusive partnership with family wealth consulting firm Insights Squared Consulting Group to launch Endure.
The Endure offering is a proprietary family governance and education program for individuals, couples and families served by Callan.
The team of consultants at Endure advise clients on strategies and practices that facilitate alignment, communication, and decision-making across generations.
This includes advising on family business transitions, navigating family dynamics, preparing, and educating next generations, and developing or enhancing family governance practices, Callan said in a statement.
“Through Endure, clients have an expanded opportunity to gain new insights and perspectives on achieving their most important family wealth objectives,” Amy Jucoski, head of legacy and wealth planning at Callan Family Office, said.
The offering is delivered through a select collaboration between Callan Family Office and Insights Squared, which was founded earlier this year by industry veterans Arne Boudewyn and Nancy Amick.
Callan has more than $3 trillion of institutional assets under advisement, and has more than 32,000 investment strategies in its proprietary database, according to its website.