Callan Family Office, a distinguished registered investment advisor, has been named a finalist in four categories for the 2025 WealthManagement.com Industry Awards. This notable achievement reflects the firm's unwavering dedication to excellence and innovation in the financial services sector, particularly in serving ultra-high-net-worth clients.
The firm's Tax Overlay program has been recognized in both the Family Office and RIA Client Initiative categories, showcasing its innovative approach to financial management. Additionally, Jack Ginter, the CEO, is a finalist for Chief Executive Officer of the Year for RIAs managing under $25 billion in assets, and Dan Burke is a finalist for Chief Technology Officer of the Year. These nominations underscore the firm's leadership and technological advancements in the industry.
The WealthManagement.com Industry Awards, now in their 11th year, are a hallmark of excellence, celebrating those who have made significant contributions to the success of financial advisors. Judged by a panel of industry leaders, the awards ceremony is set to take place in New York City on September 4th, where winners will be announced.
David Armstrong of WealthManagement.com highlighted the awards' role in recognizing leaders in the financial services industry. Callan Family Office's multiple nominations not only affirm its status as a pioneer in catering to the complex needs of ultra-high-net-worth families and institutions but also its commitment to innovation and adaptability in a dynamic industry landscape.
This recognition serves as a testament to the hard work and dedication of the Callan Family Office team, reinforcing its position as a leader in investment management and financial planning services. The implications of this announcement are significant for the financial services industry, as it sets a benchmark for excellence and innovation, encouraging other firms to elevate their services and solutions for high-net-worth clients.
