The new offering gives Callan Family Office and clients greater control over the complex tax implications faced in UHNW portfolio management. PHILADELPHIA, PA / ACCESSWIRE / November 7, 2024 / Callan ...

PHILADELPHIA, Sept. 10, 2025 (GLOBE NEWSWIRE) -- Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations and endowments across the ...

Callan Family Office, a $6.5 billion registered investment advisor founded in 2022 by former Abbot Downing executives, has launched a tax overlay management program to maximize the after-tax returns ...

Chicago Park Employees' Annuity & Benefit Fund is searching for a cash overlay program manager to oversee up to $18 million. The $350 million pension fund is seeking a firm to "directly manage assets ...