Callan Capital is an independent, 100% family-owned multi-family office and investment advisory firm providing comprehensive wealth management services to families and individuals.
Here is what makes us unique:
Our tenets, objective advice and personalized service, provide our clients institutional capabilities with a boutique experience. Simply put, Callan Capital?s goal is to efficiently and effectively add value for our clients.
Traditionally, families and individuals have turned to several disconnected sources for assistance with their wealth management needs- investment, tax, insurance, and legal.
There are major problems with this approach. No single person or firm is charged with the overall responsibility of coordinating the client?s entire wealth management plan. Many mistakes can be made when one advisor is acting in a silo and isn?t aware of what another advisor is recommending.
At Callan Capital, we streamline the complexities that come with affluence and provide comprehensive wealth management 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 you that will work today- and will continue to work for generations to come.
Disclaimer: Callan Capital is NOT a Private Bank. Callan Capital outsources cash management, securities based financing and residential and commercial financing services to institutions who are qualified to transact in those areas.