Callan Family Office Introduces Innovative Tax Overlay Management Program for Ultra-High-Net-Worth Families

The unveiling of the Tax Overlay Management Program by Callan Family Office represents a pivotal moment in wealth management for ultra-high-net-worth families, foundations, and endowments. This program is tailored to enhance after-tax returns through tax-aware trading decisions, a departure from traditional methods that often overlook the comprehensive financial picture of the client. By integrating technology from Aris Investing LLC, Callan Family Office is setting a new benchmark in the industry for personalized and efficient wealth management.

Jack Ginter, CEO of Callan Family Office, underscores the program's significance in addressing the perennial challenge of minimizing taxes on investment gains for affluent families. The program's innovative approach not only promises greater control over capital gains but also aims to reduce investment expenses by eliminating the need for third-party trading. Furthermore, it introduces multi-account and entity optimization, uncovering tax efficiencies that were previously obscured when accounts were managed in isolation.

The strategic partnership with Aris Investing LLC is central to the program's success, offering scalable and secure infrastructure alongside tools for customizing portfolio outcomes. Daniel Burke, an investment partner at Callan Family Office, highlights the program's capability to navigate the complexities of rebalancing accounts with diverse ownership structures and management styles, thereby minimizing capital gain impacts during portfolio adjustments.

This initiative by Callan Family Office is not just a technological advancement but a reflection of the evolving needs of ultra-high-net-worth individuals in a complex financial landscape. The program's emphasis on tax efficiency, combined with the potential for greater control and customization, positions it as a game-changer in wealth management. As the industry watches closely, the Tax Overlay Management Program could very well redefine standards for serving the exclusive segment of ultra-high-net-worth families, offering them a robust tool for wealth preservation and growth across generations.