Chester County News and Community Website
PHILADELPHIA, PA — Callan Family Office has hired Chuck Moore as director of data solutions and reporting, putting the former iCapital executive in charge of expanding the investment adviser’s financial …
Callan Family Office Taps Chuck Moore to Scale Data Reporting Read More PHILADELPHIA, PA — Callan Family Office has been named to CNBC’s inaugural Elite Advisors list, a ranking of 25 independent wealth management firms serving ultra-high-net-worth clients with at least $25 …
Callan Family Office Lands Spot on CNBC’s New Elite Advisor List Read More PHILADELPHIA, PA — Callan Family Office has hired philanthropic strategist George Burnette as director of philanthropic consulting and wealth, expanding its advisory capabilities as demand grows for integrated wealth, estate …
Callan Expands Advisory Services With Philanthropy Hire Read More 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 …
Callan Family Office Adds Clarity Team to Expand Advisory Services Read More 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 …
Callan Family Office Tops $10B in Assets Just Four Years After Launch Read More 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 …
Callan Family Office Wins WealthManagement.com Award for Tax Overlay Program Read More