Callan Family Office Introduces Advanced Tax Management Program for Ultra-Wealthy Clients
TL;DR
The Tax Overlay Management Program allows wealthy families to maximize after-tax returns and gain greater control over capital gains.
The program integrates model delivery of third-party active strategies, direct indexing, and a household-level view of assets to coordinate and optimize trading.
By leveraging technology and expertise, the program helps ultra-high-net-worth families grow and preserve wealth across generations.
The program empowers investment partners to make personalized, tax-aware trading decisions, adding value and reducing investment expenses.
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In a move that could significantly impact wealth management for ultra-high-net-worth individuals, Callan Family Office has unveiled its new Tax Overlay Management Program. This technology-enabled initiative is designed to maximize after-tax returns for wealthy families, addressing a critical concern in portfolio management for this exclusive clientele.
The program represents a shift from traditional outsourcing methods to a more personalized approach. By empowering in-house investment partners to make tax-aware trading decisions, Callan Family Office aims to provide clients with greater control over capital gains taxes and optimize outcomes across complex ownership structures. This tailored solution leverages the firm's firsthand knowledge of each family's financial situation, potentially leading to more effective wealth preservation and growth strategies.
Key benefits of the program include enhanced control over capital gains realization, reduced investment expenses, and multi-account optimization. The technology allows for coordinated activity across multiple accounts and entities, identifying tax efficiencies that might be overlooked when accounts are viewed in isolation. This holistic approach could prove particularly valuable for families with intricate financial portfolios spanning multiple generations.
Callan Family Office's partnership with Aris Investing LLC, including a strategic equity stake, underpins the technological capabilities of the program. This collaboration suggests a long-term commitment to evolving the service to meet the sophisticated needs of ultra-high-net-worth clients in the future.
The introduction of this program highlights the growing importance of tax-efficient investment strategies in wealth management, especially for high-net-worth individuals. As tax considerations continue to play a crucial role in investment decisions, such innovative approaches could set new standards in the industry. For ultra-wealthy families and their advisors, this development may prompt a reevaluation of current wealth management strategies and a closer look at the potential benefits of more integrated, technology-driven tax management solutions.
Curated from News Direct
