PRESERVING & GROWING YOUR WEALTH

Callian Private Wealth Management is a comprehensive investment service designed to preserve and grow the wealth of high net worth or ultra high net worth clients such as you.

Clients typically include individuals, families, private companies, foundations and endowment funds, most often referred to us based upon our reputation of superior competence and integrity. This trust is held in the highest regard.

We understand that you have high expectations for wealth management performance. Your needs go far beyond those of conventional investment products. Drawing upon our comprehensive, nuanced experience in international financial markets, we combine the best of old-world European banking service with our global investment reach and resources. This, in turn, presents you with a full range of exclusive opportunities and sophisticated solutions that are often proprietary and difficult to access – capabilities particularly well-suited to meet formidable expectations like yours.

Delivered with exemplary personal attention, our services encompass tax and estate planning, asset protection, offshore options, global reporting, performance analysis, and reconciliation across all asset classes.

We can also manage all other aspects of your wealth through our Family Office services, including transfers to future generations.

 

Our services are valued by an elite clientele encompassing multinational institutions, sovereign funds, large corporations, prominent family offices, and a select number of sophisticated private investors from around the world.

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