Callan Family Office Secures Spot on Forbes' 2024 Top RIA Firms List

Callan Family Office, a registered investment advisor specializing in ultra-high-net-worth families, has been recognized on the Forbes/SHOOK 2024 list of America's Top RIA Firms for the second year running. This prestigious ranking acknowledges the firm's continued excellence in providing comprehensive wealth management services to an elite clientele.

The inclusion on this list is significant as it places Callan Family Office among the top 250 RIA firms in the nation, collectively managing over $1.6 trillion in assets. The selection process, conducted by SHOOK Research, involved rigorous screening of over 46,000 nominations and extensive interviews, underscoring the competitive nature of the recognition.

Jack Ginter, CEO of Callan Family Office, expressed pride in the achievement, emphasizing the firm's deep experience in managing substantial wealth through strategic thinking and tailored solutions. The recognition comes at a time of notable growth for the company, which has reached several milestones in 2024, including surpassing $6 billion in assets under administration.

Launched in 2022, Callan Family Office has rapidly expanded its service offerings to meet the complex needs of ultra-high-net-worth families. Recent developments include the introduction of a business & transaction advisory unit, enhancement of family governance and education programs, and the launch of financial administration services.

The firm's inclusion on the Forbes list for a second consecutive year validates its innovative approach and commitment to serving a niche market. It also reflects the growing importance of specialized wealth management services for ultra-high-net-worth individuals and families, who often require sophisticated strategies for preserving and growing their wealth across generations.

As the wealth management industry continues to evolve, recognitions like the Forbes/SHOOK list serve as important benchmarks for investors seeking top-tier advisory services. For Callan Family Office, this accolade not only affirms its position in the market but also signals its potential for continued growth and innovation in the ultra-high-net-worth segment of financial services.