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Callan keeps it in the family

The founders of Callan Capital, brothers Trevor, Tim and Ryan Callan, are longtime San Diego residents and all under the age of 40. What makes this team of brothers unique is the fact that over the last three years, they have built a company that now oversees in excess of $250 million in client assets.

They only work with a select few wealthy families, and their clients represent some of San Diego’s most influential families. The majority of their clients are officers or directors of public companies or entrepreneurs who have been through a major liquidity event (corporate sale or initial public offering). They have built a reputation as experts in their field and advise their clients in asset management, trust and estate planning, financial planning, tax minimization, concentrated stock management, insurance and debt/liability management.

In 2007, Callan Capital was created as a continuation of the brothers’ successful wealth management careers. Before starting Callan Capital, the team spent many years in wealth management and was responsible for launching the Private Banking and Investment Group with Merrill Lynch in San Diego. Callan Capital has continued to grow as new clients find comfort in this independent, knowledgeable and professional family business.

Services include asset management, financial planning, private banking and lending services, philanthropic planning, tax minimization, intergenerational wealth transfer and asset protection and risk management.

They are committed to giving back to their community by supporting a select group of nonprofit and for-profit organizations within the San Diego community.

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