Case Studies
Strategic Wealth Management for an Entrepreneur
Entrepreneur with a recent liquidity event seeking help with tax minimization, asset protection and advanced estate planning.
A Three-Generation Wealth Transfer Strategy
Owners of multigenerational family business looking for generational estate planning solutions and access to unique private investments.
Retirement and Philanthropic Planning for an Executive
Corporate Executive actively engaged in philanthropy and seeking guidance on chartable giving strategies.
Concentrated Stock and Real Estate Solutions for an Executive
Corporate Executive with large low basis concentrated stock position seeking help with tax efficient strategies to diversify concentrated position.
Disclaimer:
Our case studies are intended for illustrative purposes only and meant to provide an example of Callan Capital’s process and methodology. They represent specific client’s experiences based on their specific facts and circumstances with some details excluded and or changed to protect the anonymity of the client. An individual’s experience may vary based on their unique circumstances. Similar results cannot be guaranteed in comparable situations. This case study should not be interpreted as a testimonial or endorsement of Callan Capital, and it is impossible to determine whether a specific client would have been satisfied with their results.
