The firm said the benefits from the tax overlay program include greater control over capital gains and lower investment expenses.

Callan Family Office, an RIA serving ultra-high net worth families, family offices, foundations and endowments across the US, has launched a program to maximize after-tax returns.

The new program is powered by technology from Aris Investing.

The firm’s investment partners can use the program to make personalized, tax-aware trading decisions in client portfolios instead of outsourcing portfolio implementation to third-party asset managers with a partial view of clients' assets, Callan said.

The program gives clients more control over the size and timing of capital gains taxes in their portfolios.

“The partners of Callan Family Office have worked with ultra-high net worth investors for decades on average, and minimizing taxes on investment gains is a priority for the families we serve,” Jack Ginter, CEO of Callan Family Office, said.

The new offering is called the Tax Overlay Management Program.

Benefits include greater control over capital gains; lower investment costs, and optimization of multiple accounts, Callan added.