Our Clientele

We serve a select group of affluent families, executives, entrepreneurs, endowments and foundations. Our clients have typically experienced a financial event such as the sale of a business, a public offering of their company, divorce, or have accumulated assets over many years.

Our clients have the financial complexities that warrant an independent and objective team of advisors who will help to:

  • Streamline the complexity that comes with wealth
  • Coordinate their current team of advisors (legal, tax, insurance, real estate)
  • Help protect and grow their assets
  • Help create a legacy that will span many generations

Are you a founder, officer, or director of a public company with a significant and concentrated equity position? Are you interested in capital preservation and creating a family legacy in which your stock could be diversified in a tax-efficient manner? Our team can help you establish a 10b5-1 sales program that will provide you with a way to systematically sell your stock over time at predetermined prices. We can assist in hedging or monetizing a concentrated stock position. In addition, you might consider utilizing a charitable remainder trust that may create a tax deduction to offset the capital gains from stock sales while providing income to you and your family for years to come.We know how complex and complicated your financial position is, and we strive to streamline and simplify this process for you. Through your relationship with Callan Capital, we allow you to do what you do best – run your successful company.

Are you an entrepreneur facing the sale of your company or considering an initial public offering? Is your family subject to considerable estate taxes given your success and net worth? Do you have stock options that could be exercised to help lower your ultimate tax obligation? Do you know how much money you and your family need after tax so that you’re financially independent? Our team can play an integral role in helping your family evaluate and quantify the results of various financial techniques through our financial planning process. Tax savings could result from using a combination of trusts, family limited partnerships, and a plan for your stock options.We know that this new influx of wealth is exciting and emotional, and we are here to help you effectively plan and strategize so that this wealth is preserved. Through your relationship with Callan Capital, we allow you to do what you do best – find your next new business venture or focus on the next chapter of your life.

Are you a recent divorcee or widow who needs guidance? In our experience, this emotionally charged time can be confusing and complex. You know you need to assemble a team – but most importantly, you need to be in control.At Callan Capital, we take keen interest in our clients’ unique circumstance and look forward to educating them on our investment philosophy and process. Through regular meetings, communication, and integration with trusted advisors like lawyers and CPAs, we help build a critical network. We’ll work together to determine goals and plan for your children’s futures by creating an education planning strategy.Our direction and hands-on approach is designed to allow clients whose lives are shifting to feel confident and empowered moving forward. Through your relationship with Callan Capital, we allow you to do what you do best – focus on starting the next chapter of your life.

Are you a board or committee member of a non-profit organization? Callan Capital was built on the fundamental value of commitment to community involvement as an integral part of our corporate culture. We exemplify this value by serving on boards and committees of non-profit organizations as well as providing integrated wealth management and financial planning for non-profit clients. As a firm, we understand the unique financial and social complexities that come with building, managing, and growing a non-profit organization, as well as the responsibility to deliver return to fuel current and future offerings to the community. From our direct experience serving non-profit organizations, endowments and foundations, we understand how important asset allocation, risk management, performance and costs are in a non-profit organizations ability to meet its obligations. Through our disciplined, long term investment process, we seek to help non-profits build the financial resources needed to improve its offerings to the community. Through your relationship with Callan Capital, we allow you to do what you do best – carry out your mission and deliver future offerings to your community.
Disclaimer: *Callan Capital does not provide individual tax or legal advice, nor does it provide financing services. Clients should review planned financial transactions and wealth transfer strategies with their own tax and legal advisors. Callan Capital outsources to lending and financial institutions that directly provide our clients with, securities based financing, residential and commercial financing and cash management services. For more information, please refer to our most recent Form ADV Part 2A which may be found at

3 Critical Considerations to Ask in a Liquidity Event

A Liquidity Event Guide that covers pre, during, and post transaction.