PHILADELPHIA, PA — Callan Family Office has been recognized with the Best Client Initiative award in the Family Office category at the 2025 WealthManagement.com Industry Awards for its Tax Overlay program, a service designed to bring greater tax efficiency and customization to client portfolios.
The program allows Callan Family Office’s investment partners to directly manage portfolios rather than outsourcing to third-party managers, who often have only a partial view of a client’s holdings. By integrating a comprehensive understanding of a family’s financial picture, advisors can better control the timing and size of capital gains taxes. This approach, tailored to the complex ownership structures of ultra-high-net-worth families, aims to optimize after-tax outcomes while maintaining flexibility in investment strategy.
“When we built Callan Family Office, we knew that ultra-high-net-worth families needed both an independent and innovative partner to help them manage the complexities of their wealth, and Tax Overlay was designed to help bring tax efficiency to these portfolios,” said Jack Ginter, chief executive officer of Callan Family Office. “We are honored that the industry has recognized the successful impact of our approach in serving the highly complex needs of wealthy families.”
Now in its 11th year, the Wealth Management Industry Awards program is the only national recognition dedicated to highlighting innovation and achievement in the financial services sector. Winners are selected by a panel of industry experts led by David Armstrong, WealthManagement.com’s director of editorial strategy and operations.
“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” Armstrong said. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”
The award underscores Callan Family Office’s emphasis on developing personalized solutions for complex financial needs, particularly in the area of tax-aware portfolio management.
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