How Callan Capital Serves You
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 and your 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.
Integrated Wealth Management —
A Family Business Plan
Callan Capital provides a comprehensive and fully integrated wealth management strategy in each of the areas important to a significant estate:
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Asset management
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Asset allocation
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Private portfolio management
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Single stock risk management including derivative and hedging strategies
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Analysis of alternative investments, including private equity, hedge funds, and managed futures
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Cash and fixed income management
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Pre-IPO and pre-merger planning
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Brokerage and private banking services
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Tax minimization
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Credit and liquidity, including access to multiple lenders
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Insurance
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Philanthropic planning, including family foundations and charitable trusts
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Trust, estate planning, and inter-generational wealth transfer
