People Moves
Who's Moving Where In Wealth Management? – Callan Family Office
The latest senior moves, appointments and personnel changes in the North American wealth sector.
Callan Family Office
Callan
Family Office, an RIA serving ultra-high worth
individuals, family offices, foundations and endowments, has
appointed Jeff Getty as chief tax strategist.
Previously, Getty held positions with Key Private Bank, including leading the family wealth consulting team and forming the bank’s business advisory practice. At Callan Family Office, he will continue to advise on transaction tax strategies for business owners preparing for a sale.
“For ultra-high net worth families, every decision they make carries significant tax implications, so it is vital that we incorporate taxes into all the work we do,” Jack Ginter, CEO of Callan Family Office, said. “Jeff’s deep experience and decades of work in taxes makes him an ideal person to lead this effort on behalf of our clients.”
Getty holds a Juris Doctor and master of science in taxation. In
addition, he is a fellow in the American College of Trust &
Estate Counsel (ACTEC®), and holds the following
designatioons: Accredited Estate Planner (AEP®), Certified
Merger & Acquisition Advisor (CM&AA®), Certified Financial
Planner (CFP®), and Certified Value Growth Advisor (CVGA®). He is
author of the book The Descent is the Real Climb: The
Unexpected Truths About Successful Business Transitions.
