Unique Differences

/Unique Differences
Unique Differences2018-06-15T18:48:39+00:00

Unique Differences

Callan Capital brings clarity, direction and discipline to the financial choices you make every day. Read more about what makes us unique.

Niche Servicing Corporate Executives and Entrepreneurs – Our team specializes in issues that are important to corporate executives and entrepreneurs who have experienced a liquidity event such as an IPO, recapitalization, merger, or sale of their business. We guide business owners and executives through the process of understanding their compensation packages and thinking strategically about liquidity events.

Fiduciary Responsibility – Callan Capital is a Registered Investment Advisor (RIA), which means we have a fiduciary responsibility to act in the best interest of our clients by providing independent, objective advice. In addition, we have the ability to utilize the resources of many major banks and Wall Street firms instead of being limited to a single offering or platform. This access may provide cost savings and competitive financial solutions for our clients.

Experienced Team – Our team is comprised of industry veterans with deep experience working with high net worth clients. Callan Capital employee experience and expertise are focused in the areas of wealth management, financial planning and asset management techniques. Our team is also highly credentialed; our employees hold CFP®, CIMA®, CPWA®, MBA, J.D. and LL.M. Tax designations.

Integration With Trusted Advisors – Traditionally, families and individuals have turned to several disconnected sources for assistance with their wealth management needs – investment, tax, insurance and legal. At Callan Capital, we proactively help our clients build, maintain and nurture this network of trusted advisors. We coordinate with our client’s team of trusted advisors to ensure that all areas of a client’s wealth management plan are managed in the most comprehensive manner.


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 www.adviserinfo.sec.gov.

3 Critical Considerations to Ask in a Liquidity Event

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