Navigating the Family Bank: Family Venture Capital, a Modern Approach to Estate Planning
What is the Family Bank A family bank is a targeted estate planning strategy that removes assets from your taxable estate, protects them from liabilities, and preserves them across generations, with the specific intent of being an opportunity fund for heirs to...
New FinCEN Reporting Rules: What LLC & Small Business Owners Need to Know
Starting January 1, 2024, the Financial Crimes Enforcement Network (FinCEN) mandates many U.S. companies to report information on individuals who own or control them. This requirement aims to enhance transparency and prevent misuse of financial systems. Non-compliance...
Navigating Family Governance: Why Family Meetings Matter
The Impact of Effective Meetings on Communication, Trust, and Wealth Management A Practical Guide for Philanthropic Families Effective family meetings play a crucial role in the family governance process. These gatherings serve as a platform for open discussions,...
From Generation to Generation: How the Power of Philanthropy Strengthens Family Legacies
How Callan Capital Helps Articulate the Mission, Vision, and Values of Founding Members As a true boutique firm, with vast experience catering to the wealth management needs of our clients in our multi-family office, Callan Capital plays a crucial role in assisting...
