# Callan Family Office

Callan Family Office is a Multi Family Office based in Radnor, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Radnor, United States
- **Region:** North America
- **Address:** Radnor, PA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** callanfamilyoffice.com
- **LinkedIn:** https://www.linkedin.com/company/callan-family-office

## Regulatory record

- **CRD number:** 317446
- **SEC file number:** 801-122987
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317446

## About

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.

## Sectors

- Healthcare Services
- ClimateTech
- FinTech
- Digital Health
- Private Equity
- Real Estate

## People

- Amy Jucoski — Owner / Principal

## Related profiles

- [Kistefos](https://altss.com/profile/kistefos-christen-sveaas-family-office)
- [The Cynosure Group](https://altss.com/profile/the-cynosure-group-eccles-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

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