Callan Family Office Plans to Offer à la Carte Services to Others
“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.”
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“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.”
Jack Ginter, former head of Wells Fargo's private bank, Abbot Downing, has started a new firm, a family office, outside of Philadelphia.
Wells Fargo CEO Charlie Scharf. Reuters Wells Fargo folded Abbot Downing, which served the bank's wealthiest clients, in late 2020. Employees have since left…
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,…
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.