Callan Family Office, a registered investment advisor, has been selected as a finalist in three categories for the Eleventh Annual Family Wealth Report Awards 2024. The firm serves ultra-high-net-worth families, family offices, foundations, and endowments across the United States. The categories include Multi-Family Office (New Entrant), Women in Wealth Family Office (Individual) for Partner and Head of Legacy Planning Amy Jucoski, and Outstanding CEO for Jack Ginter.
Jack Ginter, chief executive officer of Callan Family Office, stated that being selected as finalists is an honor and a credit to the hard work of the entire team. He noted that the firm started with the unique needs of family offices in mind, making this recognition a validation of its place in the industry as an entrepreneurial and independent firm. The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams, and individuals serving the family office, family wealth, and trusted advisor communities in North America.
According to Stephen Harris, ClearView Financial Media's CEO and publisher of Family Wealth Report, every winning entrant has been subjected to a rigorous and independent judging process and should be proud of their success. Callan Family Office's recognition as a finalist in the Multi-Family Office (New Entrant) category highlights its innovative approach to serving ultra-high-net-worth clients. The firm's commitment to personalized advice, holistic financial planning, and investment management has earned it a place among industry leaders.
For HR vendors and professionals in talent management, this development underscores the importance of specialized service providers in the wealth management sector. The recognition reflects a trend toward firms that offer tailored solutions for high-net-worth individuals and families, which may influence demand for HR services that support such niche markets. As family offices expand their roles in financial planning and legacy management, there could be increased opportunities for vendors offering compliance, training, or technology solutions tailored to this segment.
The winners of the Family Wealth Report Awards 2024 will be announced on May 2, 2024, at the Gala Ceremony at the Mandarin Oriental Hotel in New York. More information about the awards can be found at https://www.familywealthreport.com. This recognition may signal broader industry shifts toward innovation and specialization in serving affluent clients, potentially impacting HR strategies and vendor offerings in related fields.
