Financial Planning and Family Office Services

At the heart of our Financial Planning and Family Office services is a commitment to providing peace of mind to executives, business owners, and their families. Our certified professionals specialize in creating personalized financial strategies designed to align with your unique goals, values, and aspirations.

Financial Planning Tailored to You

We understand that your financial journey is as unique as your career and personal life. Our approach begins with a comprehensive analysis of your financial situation, including income, expenses, investments, and liabilities. From there, we design a customized roadmap to achieve your short- and long-term objectives. This includes strategies for:

  • Wealth Accumulation: Building and preserving wealth through investment planning, risk management, and diversification.
  • Tax Efficiency: Implementing strategies to minimize tax burdens while maximizing after-tax returns.
  • Retirement Planning: Ensuring a comfortable and secure retirement with plans tailored to your desired lifestyle.
  • Estate Planning: Protecting your legacy with strategies for wealth transfer, charitable giving, and minimizing estate taxes.

Learn more about the Importance of a Financial Plan.

Family Office Services for Holistic Support

For those seeking a more comprehensive approach, our Family Office services provide centralized management of all financial affairs. This concierge-style offering is designed to simplify complex financial matters and address the multifaceted needs of affluent families. Our services include:

  • Investment Oversight: Managing and coordinating diverse investment portfolios across multiple asset classes.
  • Philanthropic Planning: Crafting meaningful giving strategies that reflect your values and create lasting impact.
  • Lifestyle Management: Supporting day-to-day financial management, from bill payments to managing large purchases or family assets.
  • Legacy Planning: Structuring strategies to preserve family wealth across generations, ensuring continuity and shared values.

Explore our offerings with the Callan Capital Fact Card.

Why Choose Us?

Our team brings decades of experience and a deep understanding of the financial challenges and opportunities faced by executives and business owners. With a focus on building trust and delivering exceptional service, we strive to provide solutions that empower you to focus on what matters most – your career, family, and personal passions. Let us guide you through every stage of your financial journey, providing clarity and confidence to help you achieve your goals.

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 and our Form CRS which may be found at www.adviserinfo.sec.gov.