Jack Ginter, CEO of Callan Family Office, has helped the RIA in its first two years amass $5.5 billion in assets under management, with an average client size of $100 million.

Callan, which employs 100% open architecture, developed a proprietary Foundation 360 planning approach that includes in-house philanthropic consulting, and family administrative services, such as cash management and bill pay, which family offices traditionally outsource to accounting firms.

Under Ginter’s leadership, Callan recently unveiled its Endure program for family governance and education.

Endure offers a dedicated team of consultants that provide advice on strategies and practices that facilitate alignment, communication and decision-making within families and across generations.