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Callan Family Office
Callan Family Office was founded in 2022 by former Abbot Downing and Wells Fargo Private Bank executives. The firm traces its methods to the institutional...
Callan Family Office
Callan Family Office was founded in 2022 by former Abbot Downing and Wells Fargo Private Bank executives. The firm traces its methods to the institutional investment consulting tradition of Callan LLC. The firm deploys across private equity, real estate, private credit, hedge funds and infrastructure. It executes through direct co-investments, SPVs and fund-of-funds commitments. Geographic reach covers North America, Europe, Asia, the Middle East and South America. Investment stages include venture capital, growth equity, buyouts and mature holdings. AUM stands at an estimated $6.67 billion. The firm maintains professional affiliations including Tiger 21, the Family Office Exchange and the Institute for Private Investors. Executives hold designations from the CFA Institute, the American College of Trust and Estate Counsel and the Investments and Wealth Institute. No operational events from the past 24 months appear in public records. The firm operates additional DBAs under Amicus Family Office and Wheel Advisors. Governance draws on the principals' prior institutional experience rather than a single-family mandate.
General information
Firm type
Multi Family Office
Year founded
2022
Location
Region
North America
Country
United States
City
Radnor
Corporate office
Radnor, PA, United States
Principals
Amy Jucoski
Owner / Principal
Altss tracks 4 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
What is Callan Family Office?
Callan Family Office is a multi family office headquartered in Radnor, United States.
When was Callan Family Office founded?
Callan Family Office was founded in 2022.
Where is Callan Family Office headquartered?
Callan Family Office is headquartered in Radnor, United States, in the North America region.
What does Altss track for Callan Family Office?
Altss maintains an OSINT-verified profile of Callan Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Callan Family Office's website?
Callan Family Office's public website is callanfamilyoffice.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Callan Family Office?
Callan Family Office is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Callan Family Office?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Callan Family Office's Altss profile last updated?
Callan Family Office's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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