We take an integrated, balanced and comprehensive approach to designing your financial plan and managing your wealth.

Educational Planning Philanthropic Planning* Estate and Trust Planning* Tax Minimization* Risk Management Retirement Planning Executive Benefit Planning Asset Management

Our education planning services are an important part of the financial planning process. Tax Efficient Education Savings as well as 529 Planning are important tools that parents and grandparents can use to effectively save and plan for a child or grandchild’s education.

At Callan Capital, many of our clients have ambitious and complex objectives for charitable giving. Our comprehensive planning process helps clients identify their appetite and capacity for philanthropy. First, we help our clients determine their charitable objectives and create a mission statement. Once a realistic set of objectives is outlined, we help create a carefully conceived strategic plan that focuses on our clients’ values and philanthropic goals.

Certain gift structures can include charitable lead trusts, charitable remainder trusts, family foundations, direct gifts, and donor advised funds. We focus on our clients’ entire wealth transfer strategy to help determine a plan and gifting structure that is appropriate.

In our assessment of a client’s trust and estate, we will review and or/recommend revocable (living) or irrevocable trusts, life insurance trusts, gifting techniques, and if applicable, coordinate legal counsel.

Whether you are selling a business, looking for a strategy for your stock options, or attempting to minimize estate taxes, Callan Capital has the resources to help develop and implement a strategy for minimizing unnecessary taxes. A Certified Financial Planner® (CFP) will help you focus on the most important financial issues and model various tax scenarios. We coordinate with your existing tax advisors and provide a single point of contact for your tax planning needs. Services include:

  • Multigenerational Wealth Transfer Planning
  • Stock Option Planning
  • Coordination with tax and legal advisors
  • Tax Sensitive Portfolio Management and Tracking
  • Philanthropic Planning Including Family Foundations and Charitable Trusts
  • Basis Tracking
  • Entity Planning

Risk is an inherent part of life and needs to be managed according to each client’s risk tolerance. Prudent planning dictates that we avoid risks that are avoidable and improve the client’s chances to withstand the potential effects of an unforeseen and severe financial crisis. Management of risk is a core focus and strength of Callan Capital. When it comes to investment risks, we have developed unique risk management tools that help navigate our clients’ investments as we engage in an ongoing process of assessing risk to help maximize return and preserve wealth. Our risk review includes property, casualty, health and disability insurance, asset protection trusts, survivorship protection, and life insurance.

Our team will work with you to identify lifetime capital needs. If applicable, we’ll help with cash flow and what-if forecasting, as well as Monte Carlo simulation and portfolio stress testing.

Employer benefits represent a significant portion of corporate executives’ net worth and financial security. A comprehensive approach to financial, tax, and estate planning has many benefits for both the employer and employee. Most importantly, a financial plan is a tool that will help the executive understand and navigate the benefits that the firm has provided. This bolsters morale, reinforces the executive’s perception of the value of his or her position, and assures the firm that the executive is deriving the maximum intended value from its benefits. In addition, a more financially secure employee is more likely to focus on work and avoid the distractions that come from attempting to understand complex financial issues. This results in a more productive and motivated executive for the company.Included in the suite of executive services are pre-IPO planning, 10b5-1 planning, rule 144 and section 16 review, executive stock option planning, and concentrated equity strategies.

We believe that asset allocation through a well-diversified portfolio is the primary driver to success; as such, we use low cost passive strategies which allow us to be sensitive to expenses and taxes. We believe that wealth is created through successful participation in the global markets, not speculation. The mission of Callan Capital is to deliver superior risk-adjusted performance and enhanced returns through tactical, model-driven portfolio design.

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.