Callan Family Office, LLC

Callan Family Office, LLC is a Registered Investment Adviser established in December 2021, offering financial planning, consulting, and investment management services. The firm manages client investment portfolios on a discretionary and non-discretionary basis, primarily allocating assets among third-party independent managers, direct indexing capabilities, and privately placed securities. Clients must enter into written agreements outlining advisory terms. The firm tailors services to meet individual client needs, continuously assessing risk tolerance, time horizon, and liquidity constraints. Clients have the option to impose restrictions on account management. Callan Family Office also offers family office services, financial planning, philanthropic consulting, and business advisory services. The firm's investment philosophy is based on fundamental analysis to evaluate risk and reward, focusing on total net returns while minimizing taxes, fees, and volatility. The firm has $6.67 billion in assets under management, with a minimum account value of $50 million. Callan Family Office acts as a fiduciary, accepting proxy voting authority and exercising investment discretion on behalf of clients. The firm accepts the authority to vote client securities and conducts annual surprise examinations for custody-related activities. Clients are provided with regular account statements and reports, and the firm follows a code of ethics to prevent unlawful practices. Callan Family Office recommends the use of Charles Schwab & Co., Inc. for custody, brokerage, and clearing services, receiving support and benefits from Schwab. The firm also discloses its brokerage practices, fee structure, and potential conflicts of interest related to client referrals and other compensation.