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Callan Family Office Recognized as Finalist in Prestigious Family Wealth Report Awards 2024

Curated News for the HR Professional April 3, 2024
By HRMarketer News Staff
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Callan Family Office Recognized as Finalist in Prestigious Family Wealth Report Awards 2024

Summary

Callan Family Office's nomination in three categories at the Family Wealth Report Awards 2024 underscores its innovative approach and commitment to serving ultra-high-net-worth clients, highlighting its growing influence in the wealth management sector.

Full Article

Callan Family Office has been distinguished as a finalist in three categories for the Eleventh Annual Family Wealth Report Awards 2024, showcasing its exceptional service and leadership in the wealth management industry. The categories include Multi-Family Office (New Entrant), Women in Wealth Family Office (Individual) for Partner and Head of Legacy Planning Amy Jucoski, and Outstanding CEO (Chief Executive Officer) for Jack Ginter. This recognition reflects the firm's dedication to addressing the unique needs of ultra-high-net-worth families, family offices, foundations, and endowments across the United States.

Jack Ginter, CEO of Callan Family Office, shared his appreciation for the honor, emphasizing the team's hard work and the firm's entrepreneurial spirit. The Family Wealth Report Awards, known for celebrating innovation and excellence in the family office and wealth management communities, subject nominees to a rigorous judging process. Stephen Harris, CEO of ClearView Financial Media, praised the achievements of this year's finalists, highlighting the significance of their contributions to the industry.

The firm's nomination in the Multi-Family Office (New Entrant) category is particularly noteworthy, as it acknowledges Callan Family Office's innovative strategies in providing personalized financial planning and investment management services. This recognition not only validates the firm's position in the market but also signals its potential to shape future trends in wealth management. The winners will be announced at a gala ceremony on May 2, 2024, at the Mandarin Oriental Hotel in New York, marking a pivotal moment for Callan Family Office and its peers in the industry.

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