--News Direct--
Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations and endowments across the United States, today announced that it had named Jeff Getty as Chief Tax Strategist.
In this new role, Getty will oversee firm‑wide research and strategy on complex income, transfer and international tax issues for ultra‑high‑net‑worth families, closely held businesses and private investment firms.
“For ultra-high-net-worth families, every decision they make carries significant tax implications, so it is vital that we incorporate taxes into all the work we do,” said Jack Ginter, Chief Executive Officer of Callan Family Office. “Jeff’s deep experience and decades of work in taxes makes him an ideal person to lead this effort on behalf of our clients.”
Previously, Getty held positions with Key Private Bank, including leading the family wealth consulting team and forming the bank’s Business Advisory practice. At Callan Family Office, he will continue to advise on transaction tax strategies for business owners preparing for a sale.
“Many firms offer investment management and traditional wealth management, but we believe that strategic tax planning is essential to ensuring that we are taking complete accountability for our clients’ wealth,” Getty said. “I look forward to helping our team and clients navigate the ever-changing landscape of tax policy.”
Getty holds a Juris Doctor and Master of Science in Taxation. In addition, he is a Fellow in the American College of Trust & Estate Counsel (ACTEC®), Accredited Estate Planner (AEP®), Certified Merger & Acquisition Advisor (CM&AA®), Certified Financial Planner (CFP®), and Certified Value Growth Advisor (CVGA®). He is author of the book The Descent is the Real Climb: The Unexpected Truths About Successful Business Transitions.
Last year, Callan Family Office introduced a technology-enabled, Tax Overlay Management program developed to maximize after-tax returns for wealthy families.
The program empowers Callan Family Office’s investment partners to make personalized, tax-aware trading decisions in client portfolios instead of outsourcing portfolio implementation to third-party asset managers with a partial view of clients' assets. This gives clients greater control over the size and timing of capital gains taxes in their portfolios, allowing them to optimize outcomes across complex ownership structures, with CFO investment partners using firsthand knowledge of the family's overall financial situation to deliver a tailored solution for equity portfolio management.
About Callan Family Office
Independently owned and operated, Callan Family Office was founded by experienced wealth professionals to provide investment management, thoughtful personalized advice, and holistic financial planning to ultra-high-net-worth families, family offices, foundations, and endowments. The firm's principals have spent their careers serving ultra-high-net-worth clients, family offices, and institutions. Callan Family Office has agreements with Callan LLC to use the Callan ® tradename in providing investment advisory services to the ultra-high-net-worth market segment and to access Callan's institutional quality research, education, and investment guidance experience. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
Contact Details
Lisa Aldape
+1 917-676-1716
Company Website
https://callanfamilyoffice.com/
View source version on newsdirect.com: https://newsdirect.com/news/callan-family-office-names-jeffrey-getty-chief-tax-strategist-362652112
