Callan Family Office Recognized in Four Categories for 2025 WealthManagement.com Industry Awards

Callan Family Office, a registered investment advisor catering to ultra-high-net-worth individuals and entities, has been distinguished as a finalist in four categories for the 2025 WealthManagement.com Industry Awards. This recognition underscores the firm's commitment to innovation and excellence in the financial services industry, particularly through its Tax Overlay program and the leadership of its executives.

The firm's nominations include the Family Office and RIA Client Initiative categories, both acknowledging the innovative approach of its Tax Overlay program. Furthermore, Jack Ginter, the CEO, and Dan Burke, the CTO, are finalists for their respective leadership roles, showcasing the firm's strength in executive management and technological advancement.

The WealthManagement.com Industry Awards, now in its 11th year, is a prestigious event that honors the achievements of companies and individuals contributing significantly to the success of financial advisors. The selection process involves a panel of industry experts, ensuring that only the most innovative and impactful firms and leaders are recognized.

This acknowledgment not only highlights Callan Family Office's dedication to serving the unique needs of its clientele but also positions the firm as a leader in the financial advisory space. The awards serve as a testament to the firm's innovative solutions and the hard work of its team, reinforcing its reputation in the industry.

The winners will be announced at a ceremony in New York City, setting a benchmark for excellence and innovation in the financial services sector. This event is a key indicator of future trends and developments, celebrating those who are driving the industry forward.