Callan Family Office, a registered investment advisor catering to ultra-high-net-worth families, has been distinguished as a finalist in three categories for the Eleventh Annual Family Wealth Report Awards 2024. This recognition highlights the firm's exceptional performance and dedication to excellence in the financial advisory sector.
The firm's nominations span the 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 categories. These accolades reflect Callan Family Office's innovative strategies and its focus on addressing the unique needs of family offices and their clients.
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 excellence and innovation in the family wealth sector, subject nominees to a rigorous judging process, making Callan Family Office's recognition a significant achievement.
The firm's approach to personalized financial planning and investment management has positioned it as a leader among multi-family offices. The winners of the awards will be announced at a gala ceremony on May 2, 2024, at the Mandarin Oriental Hotel in New York, marking a pivotal moment for the industry's top performers.
For more information on the Family Wealth Report Awards, visit https://www.familywealthreport.com. This recognition not only celebrates Callan Family Office's achievements but also signals its growing influence in the wealth management industry, offering insights into the evolving needs of ultra-high-net-worth clients.
