Callan Family Office Garners Prestigious Nominations in 2025 WealthManagement.com Industry Awards

Callan Family Office, a distinguished registered investment advisor, has been named a finalist in four prestigious categories for the 2025 WealthManagement.com Industry Awards. This notable achievement not only showcases the firm's dedication to excellence and innovation but also its pivotal role in addressing the complex needs of ultra-high-net-worth clients. The firm's Tax Overlay program, a standout initiative, has secured finalist positions in both the Family Office and RIA Client Initiative categories, underscoring its innovative solutions in financial planning and investment management.

Leadership at Callan Family Office has also been spotlighted, with CEO Jack Ginter being nominated for Chief Executive Officer of the Year for RIAs managing under $25 billion in assets, and Dan Burke recognized as a finalist for Chief Technology Officer of the Year. These nominations reflect the firm's commitment to leadership and technological advancement in the financial services sector. The WealthManagement.com Industry Awards, now in their 11th year, are a benchmark for excellence, judged by a panel of industry experts, with winners to be unveiled at a ceremony in New York City on September 4th.

David Armstrong of WealthManagement.com highlighted the awards' role in acknowledging those who lead and innovate within the financial services industry. Callan Family Office's multiple nominations underscore its status as a trailblazer in catering to the affluent market segment. This recognition is a testament to the firm's unwavering dedication to superior service, innovative strategies, and adaptability in a dynamic industry landscape. For vendors and professionals within the human resources and talent management sectors, this development signals the importance of aligning with partners who demonstrate excellence and innovation, qualities that are increasingly critical in today's competitive environment.