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Cladan Family Office

Philadelphia, Pennsylvania, United Statesfundsquare.net ↗

Ownership: Private
Employees: ~75
Development stage: Other

Overview

Callan Family Office is an independent registered investment advisor founded in 2022 by experienced wealth professionals. It provides investment management, holistic financial planning, philanthropic consulting, and family office services to ultra-high-net-worth families, foundations, and endowments. The firm leverages institutional-grade research through its partnership with Callan LLC and has grown rapidly since inception[1][2][4][5].

Industry: Investors

Partnerships

Callan LLC (investment research & resources)Foundation Source (philanthropic solutions platform)Schwab Family Office (custodial/banking/reporting partner)Addepar (technology partner for reporting/analytics)

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