Callan Family Office has broadened its capabilities with the expansion of its financial administration division.
Callan Family Office, which manages nearly $5 billion in assets, is making these and other services available to both its ultra-high-net-worth clients and to other single-family offices.
“Ultra-high-net-worth clients have complex finances that can make it difficult for them to get a clear picture of what they have, how their assets have performed and how money was spent,” said Jack Ginter, CEO of Callan Family Office. “We created the financial administration division to bring all the puzzle pieces together, so clients can understand inflows and outflows and how best to manage all the moving parts to allow them to reach both their immediate and long-term goals.”
The handling of day-to-day administrative tasks such as bill pay can take significant time. Commonly, the process is manual, and clients have information spread across different systems