Print this article
New US Family Office Firm Is Launched
Editorial Staff
9 March 2022
A new family office, taking the Callan name, has been launched by former Abbot Downing senior executives Jack Ginter and Amy Jucoski.
president, will be Callan Family Office chief executive and founding partner. Jucoski, a former Abbot Downing senior director of planning, who is joining as head of legacy and wealth planning, is also a founding partner. (Last year Wells Fargo announced that it was rebranding its Abbot Downing business to move under the Wells Fargo Private Bank brand.)
"There have been a lot of changes in the wealth management industry in the past decade as the large banks and brokerages have re-prioritized their focus away from this space, presenting an opportunity for a new entrant," Ginter said.
Callan Family Office has agreements with Callan LLC to use the Callan ® tradename in providing investment advisory services to the UHNW market segment.