Callan Family Office LLC

Callan Family Office LLC, based in Wayne, PA, specializes in providing tailored financial services to ultrahigh-net-worth families, foundations, and endowments. With a team of experienced partners, the firm emphasizes an independent and entrepreneurial approach to wealth management, ensuring that clients' needs and goals are prioritized in every decision.

Leveraging institutional-quality research and investment strategies, Callan Family Office offers a comprehensive suite of services, including legacy wealth planning, tax overlay management, and philanthropic consulting. Their proprietary Foundations360 program enables a holistic view of assets and synchronized delivery of services, catering to the complex financial needs of their clientele.

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