Callan Family Office collaborates with Insights Squared to launch governance program

Marcus Baram
Author Marcus Baram

Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.

Oct 31, 2023
11 months ago
Family_conferences

The Callan Family Office, which serves ultra-high-net-worth families across the country, has announced a partnership with the family wealth consulting firm Insights Squared Consulting Group on the launch of Endure, a family governance and education program for its clients. 

Endure’s team of consultants will advise ultra-high-net-worth families on family business transitions, navigating family dynamics, preparing and educating next generations, and developing or enhancing family governance practices. 

“Through Endure, clients have an expanded opportunity to gain new insights and perspectives on achieving their most important family wealth objectives,” said Amy Jucoski, head of legacy and wealth planning at the Callan Family Office.

Said Nancy Amick, a founder of Insights Squared, “We have found that advisers who facilitate thoughtful dialogue among family members about family wealth planning, family values and family legacy yield improved engagement and alignment across generations."

Marcus Baram
Author Marcus Baram

Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.