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Callan Family Office Plans to Offer à la Carte Services to Others - Vimarsana News

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.”

Former Wells Fargo private bank execs gather assets at new firm - Vimarsana News

Former Wells Fargo private bank execs gather assets at new firm

Jack Ginter, former head of Wells Fargo's private bank, Abbot Downing, has started a new firm, a family office, outside of Philadelphia.

How the president of Abbot Downing tried to save the Wells Fargo unit for the ultra-rich from being folded - Vimarsana News

How the president of Abbot Downing tried to save the Wells Fargo unit for the ultra-rich from being folded

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…

Source: biztoc.com
Jack Ginter: After Wells Fargo, a Fresh Start Building a Firm for Ultrawealthy Families - Vimarsana News

Jack Ginter: After Wells Fargo, a Fresh Start Building a Firm for Ultrawealthy Families

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,…

Source: biztoc.com
Jack Ginter: After Wells Fargo, a Fresh Start Building Callan Family Office - Vimarsana News

Jack Ginter: After Wells Fargo, a Fresh Start Building Callan Family Office

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.