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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
AUM
Undisclosed
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
Who runs investment decisions at Callan Family Office?
Mark Frazier, Tom Raymond, Ronald Lennie Bell, Amy Jucoski and Jeremy Rice are listed as owners and principals on the firm's March 2025 Form ADV. They oversee investment management, planning and governance.
How does Callan Family Office source proprietary deal flow?
The firm draws on the principals' prior relationships from Abbot Downing and Wells Fargo Private Bank. It also participates in networks such as Tiger 21 and the Family Office Exchange.
Is Callan Family Office structured as a single family office or does it operate more like a venture firm?
It is registered as a multi-family office. The firm serves multiple ultra-high-net-worth families, foundations and endowments through advisory mandates rather than a single-family structure.
Does Callan Family Office participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct co-investments or SPVs. Confirmed investment types include private equity, real estate, private credit and infrastructure.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed. The firm was founded by executives previously at Abbot Downing and Wells Fargo Private Bank.
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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