PHILADELPHIA, PA — Callan Family Office has surpassed $10 billion in assets under management, reaching the milestone less than four years after its founding through growth the firm says has been entirely organic.
As of December 31, 2025, Callan Family Office reported more than $10 billion in assets under management across 73 clients. The firm launched in February 2022 with a focus on ultra-high-net-worth families, family offices, and institutions holding at least $50 million in investment assets.
Chief Executive Officer Jack Ginter said the firm was founded on the belief that wealthy families benefit from working with an independent advisory partner to navigate increasingly complex financial decisions.
“We are grateful that our clients have embraced this approach and entrusted us as stewards of their assets and their financial lives,” Ginter said.
Unlike many firms in the wealth management sector, Callan Family Office is solely partner-owned and has not taken outside private equity investment. The firm said it has also avoided acquisitions, attributing its growth entirely to client demand and referrals.
Over the past 18 months, the firm has rolled out or expanded several proprietary initiatives aimed at serving its growing client base. Those include a Tax Overlay program designed to improve after-tax returns across multigenerational ownership structures through tax-aware portfolio implementation, and a Tax Strategy function led by a chief tax strategist focused on complex income, transfer, and international tax issues.
Callan has also built out a Business and Transaction Consulting capability intended to support business owners through major liquidity events, offering planning and guidance before, during, and after transactions.
Ginter said the firm’s rapid growth reflects demand among ultra-high-net-worth clients for advisory models that are customized and aligned with long-term goals.
“Our growth reinforces that clients value an approach that is highly customized, deeply resourced, and fully aligned with their goals,” he said, adding that the firm plans to continue expanding its capabilities as it looks ahead.
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