News, Comment & Analysis results for Callan Family Office
Summary Of North American Moves In Wealth Management – May 2025
In a month of moves and changes, one announcement – not unexpected – stood out. Warren Buffett,
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 Launches Tax Management Program
The firm said the benefits from the tax overlay program include greater control over capital gains
Callan Family Office Launches Business Transition, Transaction Offering
The fact that such an offering is being rolled out speaks to the amount of corporate activity, some
RIA Builds Financial Admin Arm For UHNW, Single-Family Office Clients
The development speaks to how the unglamorous but vital task of financial administration is so
Callan Family Office Launches Governance, Education Program
The offering from the firm taps into how governance of families and education are crucial areas,
New US Family Office Firm Is Launched
The new organization has been founded by two senior figures from the Abbot Downing business which