Callan Family Office Named to the 2023 Forbes/SHOOK List of America’s Top RIA Firms The recognition is a testament to Callan Family Office’s mission to go beyond traditional financial services and work with families to address the personal dimensions of managing substantial wealth.
PHILADELPHIA
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October 25, 2023 11:15 AM Eastern Daylight Time
Callan Family Office, the registered investment advisor serving ultra-high-net-worth families across the United States, today announced it has been named to the 2023 Forbes/SHOOK list of America's Top RIA Firms.
“We are pleased that our approach to serving ultra-high-net-worth families was recognized by Forbes as a Top RIA firm as we approach our second anniversary as a truly independent firm,” said Jack Ginter, Chief Executive Officer of Callan Family Office. “When we founded the firm, we knew that our family clients would benefit from a fresh, entrepreneurial approach to planning and investment management. This recognition is a credit to all of our partners and our clients nationwide.”
Callan Family Office was launched in 2022 to provide objective advice and counsel to ultra-high-net-worth families, foundations, and endowments, fueled by innovation, research, technology, and education. The firm and its 23 partners focus on solutions that help families work together to successfully manage their future, achieve their purpose, and realize their full potential as individuals and as a family.
The 2023 Forbes/SHOOK Top RIA list consists of 250 firms collectively managing over $1.1 trillion in assets. SHOOK received more than 42,600 nominations and ranked firms by an algorithm based on qualitative and quantitative factors.
About Callan Family Office
Independently owned and operated, Callan Family Office was founded by experienced wealth professionals to provide investment management, thoughtful personalized advice, and holistic financial planning to ultra-high-net-worth families, foundations, and endowments. The firm's principals have spent their careers serving ultra-high-net-worth clients and institutions. Callan Family Office has agreements with Callan LLC to use the Callan ® tradename in providing investment advisory services to the ultra-high-net-worth market segment and to access Callan's institutional quality research, education, and investment guidance experience. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
About the Forbes/SHOOK 2023 List of Top 100 RIA Firms
The Forbes ranking of America's Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.(For the full list and more, visit www.forbes.com/lists/top-ria-firms; advisors can complete a survey for upcoming rankings at www.SHOOKresearch.com.)
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