Callan Family Office, a registered investment adviser serving ultra-high-net-worth families, family offices, foundations and endowments across the United States, has announced that the team from Clarity Family Offices, a family wealth consulting firm known for its sophisticated, bespoke advisory services for affluent families and single family offices, has joined the firm.
Clarity’s team averages more than 20 years of experience working with single family offices, entrepreneurs and ultra-high-net-worth families. Based in Ada, Mich., Clarity focuses on income, estate and gift tax planning, single family office formation and administration and multi-generational family wealth governance structuring. Through this acquisition, Callan Family Office will now expand its offerings in multi-generational wealth diagnostics and governance design, integrated after-tax wealth analysis and planning, advanced tax, estate, and asset-protection strategies and comprehensive family office adm
