FULLY INTEGRATED WEALTH MANAGEMENT SERVICES

Working in close cooperation with your family and team of advisors.

Independent Fully Integrated Wealth Management Services

Asset Management

• Diversified Portfolio Management
• Downside market protection
• Strategies for individuals with concentrated stock

Learn More +

Financial Planning

• Retirement
• Estate and Wealth Transfer
• Philanthropic trusts
• Creditor Protection and Risk Management
• Survivorship Planning

Learn More +

Private Banking and Lending Services

• Cash management and private banking services
• Securities based financing
• Residential and Commercial Financing

Learn More +

Philanthropic Planning

• Charitable planning
• Charitable lead and remainder trusts
• Private family foundations
• Donor Advised Funds

Learn More +

Tax Minimization

• Tax minimization strategies
• Loss harvesting
• Philanthropic giving techniques
• Tax efficient wealth transfer
• Fully integrated wealth management strategies

Learn More +

Intergenerational Wealth Transfer

• Revocable(living) Trusts
• Irrevocable Trusts
• Incentive Trusts
• Dynasty Trusts
• Wealth Replacement Trusts

Learn More +

Asset Protection and Risk Management

Learn More +

*Callan Capital does not provide individual tax or legal advice. Clients should review planned financial transactions and wealth transfer strategies with their own tax and legal advisors

Your family may have resources and obligations large enough to warrant a chief financial officer, which is the role we play.

Our integrated approach and single point of contact give our clients more control over their finances and more time to focus on the priorities in their lives.

We seek to protect and grow your assets, maintain your lifestyle, and create a lasting legacy that will span generations.