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February 22, 2024
“Our expectation over time is that these relationships will grow in different ways depending on what the needs are of the family or the single-family office.”
August 14, 2023
Jack Ginter, former head of Wells Fargo's private bank, Abbot Downing, has started a new firm, a family office, outside of Philadelphia.
May 19, 2023
Wells Fargo CEO Charlie Scharf. Reuters Wells Fargo folded Abbot Downing, which served the banks wealthiest clients, in late 2020. Employees have since left…
May 5, 2023
It’s no small feat creating from scratch a wealth advisory business that can meet the lofty expectations of $100 million client families, says Jack Ginter,…
May 5, 2023
The former head of Abbot Downing, Wells Fargo’s ultrahigh-net-worth wealth management business, on building Callan Family Office for clients with $50 million and up.
May 4, 2023
Advisors have left in droves amid complaints of flip-flopping by Wells Fargo's leaders and a gutting of services. Some clients have taken notice.
March 2, 2022
/PRNewswire/ -- Callan® Family Office has launched with the objective of providing highly-customized solutions to meet the financial needs of...
March 2, 2022
/PRNewswire/ -- Callan® Family Office has launched with the objective of providing highly-customized solutions to meet the financial needs of...
March 2, 2022
Former Abbot Downing President Jack Ginter breaks away from Wells Fargo to create Callan Family Office.