Callan Family Office Earns Double Finalist Honors in 2024 WealthManagement.com Industry Awards

Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments across the United States, has been named a finalist in two prestigious categories for the 2024 WealthManagement.com Industry Awards. The firm is recognized in the Family Office Client Initiative category, and its Chief Executive Officer, Jack Ginter, is a finalist for Chief Executive Officer of the Year for RIAs under $20 billion in assets under management.

“We are thrilled to be recognized by WealthManagement.com for the Wealthies, which are so well respected in our industry,” said Ginter. “We started this firm with the unique needs of family offices in mind, so this recognition is a validation of our place in the industry as an entrepreneurial and independent firm. This honor is a credit to the hard work of our entire team.”

The WealthManagement.com Industry Awards, now in its tenth year, is the only awards program of its kind that honors outstanding achievements by companies, organizations, and individuals that support financial advisor success. A panel of judges consisting of top industry names, led by WealthManagement.com's director of editorial strategy and operations David Armstrong, selected the finalists. The winners will be announced at a gala and awards ceremony in New York City on September 5th.

David Armstrong emphasized the importance of these awards, stating, “The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry. 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.”

Founded by experienced wealth professionals, Callan Family Office provides investment management, personalized advice, and holistic financial planning to ultra-high-net-worth families, foundations, and endowments. The firm leverages its relationship with Callan LLC, accessing institutional-quality research, education, and investment guidance to better serve its clients. Although Callan Family Office and Callan LLC are independent and unaffiliated entities, their collaboration allows Callan Family Office to deliver superior advisory services.

WealthManagement.com, an Informa business, aims to equip wealth professionals with the knowledge and tools they need to excel in their field. The platform offers a broad array of marketing services designed to help financial services organizations influence and engage with the industry’s leading audience of wealth management professionals.

For more information, visit the Callan Family Office website or view the source version on Newsdirect.