Lennie Bell

Lennie Bell is a founding Partner at Callan Family Office, where he leverages over 17 years of experience in client service and wealth management to advise ultra-high-net-worth families, foundations, and endowments. His key responsibilities include overseeing client management and implementing personalized investment and financial strategies that address complex family office needs. As a leader, he supports the integration of sophisticated, tax-efficient solutions and holistic financial planning for multi-generational clients.

Lennie specializes in managing diversified portfolios that span both public and private markets, including equities, private credit, and private real assets. He plays a pivotal role in delivering institutional-quality investment services, with a particular focus on optimizing tax efficiency and customizing solutions for unique client goals. His expertise extends to financial planning, tax strategy, and legacy management, making him a valuable resource for clients seeking comprehensive family office solutions.

Prior to joining Callan Family Office, Lennie built his career through roles in client management and trust administration. He holds a Bachelor of Business Administration in Trust & Financial Planning from Campbell University and is designated as a Certified Trust and Fiduciary Advisor (CTFA). Lennie’s contributions include driving innovation in tailored wealth advisory and advancing industry standards for high-touch family office service.