Callan Family Office, a registered investment advisor specializing in ultra-high-net-worth families, has earned a place on the prestigious 2024 Forbes/SHOOK list of America’s Top RIA Firms for the second year running. This recognition underscores the firm’s commitment to excellence and its rapid growth in the wealth management sector.
The Forbes/SHOOK list, which features 250 top-performing registered investment advisory firms managing over $1.6 trillion in assets collectively, is compiled through a rigorous selection process. This year, SHOOK Research evaluated 46,212 nominations, conducted 21,417 telephone interviews, and carried out thousands of in-person or virtual exchanges to determine the rankings.
Jack Ginter, Chief Executive Officer of Callan Family Office, expressed pride in the firm’s repeated inclusion on the list, stating, ‘We are honored to once again be included on the Forbes/SHOOK list, which recognizes the nation’s top RIAs. 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.’
Launched in 2022, Callan Family Office has quickly established itself as a leader in providing objective advice and counsel to ultra-high-net-worth families, foundations, and endowments. The firm’s approach is characterized by a focus on innovation, research, technology, and education, with its 23 partners dedicated to developing solutions that help families manage their future, achieve their purpose, and realize their full potential.
In the first three quarters of 2024, Callan Family Office achieved several significant milestones, including:
- Surpassing $6 billion in assets under administration
- Introducing 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
These achievements reflect the firm’s commitment to growth and innovation, which Ginter noted as particularly gratifying in light of the Forbes/SHOOK recognition.
The inclusion of Callan Family Office on this esteemed list is significant for both the firm and its clients. For ultra-high-net-worth individuals and families seeking wealth management services, this recognition serves as a testament to the firm’s expertise and reliability in handling complex financial situations. It also highlights the importance of specialized services in the wealth management industry, particularly for clients with substantial assets and unique financial needs.
Callan Family Office’s success story is particularly noteworthy given its relatively recent establishment in 2022. The firm’s rapid ascent to being recognized among the top RIAs in the country demonstrates the effectiveness of its approach and the value it provides to its clients.
For the broader financial services industry, Callan Family Office’s recognition underscores the growing importance of specialized wealth management services for ultra-high-net-worth clients. As wealth becomes increasingly concentrated, firms that can offer tailored, comprehensive solutions are likely to see continued growth and recognition.
It’s important to note that Callan Family Office’s inclusion on the Forbes/SHOOK list was not influenced by any fee paid to Forbes or SHOOK, maintaining the integrity and objectivity of the ranking. This independent recognition further validates the firm’s standing in the industry and its commitment to serving its clients with excellence.
As Callan Family Office continues to expand its services and grow its assets under administration, its repeated inclusion on the Forbes/SHOOK list serves as a benchmark for its success and a promise of continued excellence in serving the complex needs of ultra-high-net-worth families across the United States.
This news story relied on a press release distributed by News Direct. Blockchain Registration, Verification & Enhancement provided by NewsRamp™. The source URL for this press release is Callan Family Office Secures Spot on Forbes/SHOOK 2024 Top RIA Firms List.