“We’re seeing a trend in which families are focusing in on multigenerational wealth transfer. We’re actually creating 100-year plans for families.”

Callan Capital, a Registered Investment Advisor, began in 2007 as a continuation of the wealth management careers of brothers Trevor, Tim and Ryan Callan.

Prior to Callan Capital, our experienced team spent 13 years with Merrill Lynch and were responsible for launching the Private Banking and Investment Group in San Diego (a dedicated high net worth division).

Over the years, high net worth families have been moving away from large brokerages and banking institutions for their wealth management needs. According to a study done by Cirruli and Associates in 2006, these families have been gravitating towards independent, objective and boutique wealth management firms. In 2007, we formed Callan Capital to fill this void in San Diego.

Through one point of contact, we provide comprehensive wealth management services in all areas important to a significant estate including:

• Asset Management;

• Tax Minimization;

• Estate Planning;

• Tax efficient wealth transfer;

• Retirement Planning;

• Risk Management;

• Financial Planning and Philanthropy.

We streamline the complexities that come with affluence and provide customized financial solutions to meet the needs of our clients.  Working in close cooperation with your family’s team of advisors, we help create a vision and implement a process for your family that will work for you today- and will continue to work for generations to come.

By combining all these services for our clients, we have created what the industry refers to as a Multi-Family Office.