Your Financial Family Office
At Kwawer Callahan Investment Consulting, we are our clients’ family office managing all aspects of their complex financial needs. We specialize in planning and executing dynamic financial and investment strategies. We have over 50 years of combined experience working with business owners, executives, high performers, and their families. We are focused on growing and preserving their wealth, planning for current and future needs, transitioning their wealth, business succession, and leaving a legacy. Simply put, we view our job as helping our clients have more money than life and more freedom to enjoy today, while enhancing tomorrow.
Our services are designed specifically for clients with at least a net worth over $1 million (excluding residence) or an annual income above $200,000 ($300,000 joint) for the last two years.
The path to lasting, successful relationships begins through mutual understanding and fit, so let’s connect.
Why You Should Consider Working With Us
As in most industries, there are professionals who specialize in working with clientele facing a certain circumstance or seeking a specific outcome.
Our firm has an in-depth understanding of serving the needs of high net-worth individuals and organizations.
Partnering with us means you will have someone working on your behalf who is:
- An early adopter of products and solutions best suited for substantial wealth
- Continually trained on topics of specific interest, including charitable giving and business succession planning
- Able to escalate support for services and products
- A participant of exclusive events focusing on Private Wealth matters
We believe these pillars of Access, Education and Support differentiate our ability to help you accomplish your complex, multi-dimensional wealth needs.
