Vanilla, Callan Family Office Forge UHNW Estate Tech Partnership

Estate planning technology firm Vanilla has partnered with Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments. The agreement includes a strategic investment by Callan Family Office in Vanilla, a joint product development roadmap, and a coordinated go-to-market strategy covering thought leadership, events, and distribution across the ultra-high-net-worth market.

Both firms say the partnership addresses a gap that has persisted in wealth planning software: ultra-high-net-worth families with layered entity structures, multigenerational wealth transfer across branches and trusts, and complex institutional system integrations have long been underserved by technology built for simpler planning needs.

Joint development will focus on consolidated multigenerational planning visualizations, sophisticated entity and asset ownership reporting, and deeper data connectivity across the systems family offices use daily.

“One of the most progressive and successful multifamily offices in the country is choosing Vanilla as their partner to develop the future of ultra-high-net-worth planning, and that’s a direct reflection of our depth, sophistication, and track record,” said Gene Farrell, CEO, Vanilla.

Jack Ginter, chief executive officer of Callan Family Office, said the firm has witnessed firsthand the limitations of existing systems in handling the most complex estate planning needs and views the partnership as a way to bring together technology and decades of practitioner expertise to help families preserve wealth across generations.