Clarity Family Offices joins Callan Family Office

Philadelphia-based Callan Family Office, a registered investment advisor serving ultra-high-net-worth families across the United States, has announced that the team from Clarity Family Offices, a Michigan-based family wealth consulting firm, is joining the firm. Clarity’s team, which averages more than 20 years of experience with single-family offices and entrepreneurial families, specializes in income, estate and gift tax planning, single-family office formation, and multi-generational governance structuring.
The move expands Callan Family Office’s capabilities in areas beyond investment management, including multi-generational wealth diagnostics, integrated after-tax planning, and comprehensive family office administration. The acquisition comes shortly after Callan Family Office crossed $10 billion in assets under management in January 2026 — reached entirely through organic growth in under four years as an independent firm.

Source: Globenewswire

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