PHILADELPHIA, PA — Callan Family Office, an SEC-registered investment adviser, has added the team from Clarity Family Offices to expand its wealth consulting and family office advisory capabilities, the firm announced.
The addition brings a Michigan-based group with experience advising ultra-high-net-worth families, entrepreneurs, and single-family offices, particularly in tax planning, governance, and family office administration.
Callan said the move broadens its services in multi-generational wealth planning, including governance design, estate and tax strategy, and integrated financial analysis.
Clarity Family Offices specializes in income, estate, and gift tax planning, as well as the formation and management of single-family offices.
John Grzybek, director of family wealth strategy at Clarity, said the transition will allow the team to expand its reach. “Joining Callan Family Office allows us to bring that vision to a broader audience,” he said.
Callan Chief Executive Officer Jack Ginter said the addition enhances the firm’s advisory offerings for complex family wealth needs. “Clarity’s deeply experienced team is well respected for partnering with entrepreneurial and high-net-worth families,” Ginter said.
The Clarity team averages more than 20 years of experience working with affluent families and family offices, according to the firm.
Callan Family Office said the integration builds on its investment advisory platform, which surpassed $10 billion in assets under management earlier this year. The firm said the growth has been organic and does not include client assets from Clarity.
Callan Family Office is an independent firm providing investment management and financial planning services to ultra-high-net-worth families, foundations, and endowments.
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