Callan Family Office, a registered investment advisor, has acquired Clarity Family Offices, a family wealth consulting firm, as the firm aims to expand its offerings in multi-generational wealth consulting, governance, and family-enterprise planning. 

Ada, MI-based Clarity Family Offices, specializes in income, estate, and gift tax planning, single family office formation and administration, and multi-generational family wealth governance structuring. 

Clarity Family Offices includes director of family wealth strategy John Grzybek, family operating officer Ana Endres, family relationship manager Derek Decker, and family office tax manager Dale Vandermaas. The team is also supported by client service associate Joy McLaren. 

Following the acquisition, Callan Family Office will be able to broaden its offerings in multi-generational wealth diagnostics and governance, integrate after-tax wealth analysis and planning, advanced tax, estate, and asset-protection strategies, and family office administration and consulting, the firm said. 

“We founded Clarity to be the place where families and family offices could receive clear, detailed, and fully integrated advice and servicing, tailored to their unique goals,” Grzybek said. “Joining Callan Family Office allows us to bring that vision to a broader audience through Callan Family Office’s scale, resources, and deep investment and planning expertise.” 

In January, Callan Family Office surpassed $10 billion in assets under management, across 73 clients, the firm said. 

Philadelphia-based Callan Family Office, launched in 2022, specializes in a focus on ultra-high-net-worth clients and institutions with at least $50 million in investment assets.