Callan Family Office Named to the 2024 Forbes/SHOOK List of America’s Top RIA Firms For the second straight year, Forbes/SHOOK has recognized Callan Family Office for its success in managing the complex needs of ultra-high-net-worth clients.
PHILADELPHIA
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October 29, 2024 03:04 PM Eastern Daylight Time
Callan Family Office, a registered investment advisor serving ultra-high-net-worth families across the United States, today announced it has been named to the 2024 Forbes/SHOOK list of America's Top RIA Firms, marking its second straight year the firm has been included on this ranking.
“We are honored to once again be included on the Forbes/SHOOK list, which recognizes the nation’s top RIAs,” said Jack Ginter, Chief Executive Officer of Callan Family Office. “At Callan Family Office, we have deep experience exclusively working with ultra-high-net-worth families across the country, so we understand that effectively managing substantial wealth requires strategic thinking, careful planning, and access to a vast range of unique solutions. It is wonderful to receive this independent and prestigious recognition.”
Callan Family Office was launched in 2022 to provide objective advice and counsel to ultra-high-net-worth families, foundations, and endowments, fueled by innovation, research, technology, and education. The firm and its 23 partners focus on solutions that help families work together to successfully manage their future, achieve their purpose, and realize their full potential as individuals and families.
Over the first three quarters of 2024, Callan Family Office has reached several milestones, including:
- Crossing $6 billion in assets under administration
- Launching a business & transaction advisory unit to support business owners considering transacting or transitioning their businesses
- Expanding service offerings under its Endure family governance and education program
- Launching financial administration services for ultra-high-net-worth families
“This has been a dynamic year for our company, so it is especially gratifying that our growth and innovation has been recognized with inclusion on this prestigious list,” Ginter said.
The 2024 Forbes/SHOOK Top RIA Firms list consists of 250 firms collectively managing over $1.6 trillion in assets. SHOOK screened 46,212 nominations, conducted 21,417 telephone interviews, and reviewed thousands of RIAs through in-person or virtual exchanges.
Neither Forbes nor SHOOK received a fee from Callan Family Office in exchange for rankings.
About Callan Family Office
Independently owned and operated, Callan Family Office was founded by experienced wealth professionals to provide investment management, thoughtful personalized advice, and holistic financial planning to ultra-high-net-worth families, family offices, foundations, and endowments. The firm's principals have spent their careers serving ultra-high-net-worth clients, family offices, and institutions. Callan Family Office has agreements with Callan LLC to use the Callan® tradename in providing investment advisory services to the ultra-high-net-worth market segment and to access Callan's institutional quality research, education, and investment guidance experience. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
About the Forbes/SHOOK 2024 List of Top 100 RIA Firms
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Callan Family Office (CFO) is the exclusive trademark licensee of Callan LLC. Callan LLC provides products and services to CFO. Clients of CFO are not clients of Callan LLC, and the parties are not affiliated. CALLAN, CFO and the other Callan trademarks and service marks are registered and/or unregistered trademarks of Callan LLC and may not be used without its permission. INVESTMENT ADVISORY SERVICES AND PRODUCTS PROVIDED TO CLIENTS OF CFO ARE PROVIDED SOLELY BY CFO AND NOT BY OR ON BEHALF OF CALLAN LLC. REPRESENTATIVES OF CFO ARE EMPLOYEES AND AGENTS OF CFO AND NOT EMPLOYEES OR AGENTS OF CALLAN LLC.
Contact Details
Christina Diabo
+1 201-400-7239
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