Todd Neal

Todd Neal is a Founding Partner and Managing Director of Wealth Planning & Trust at Callan Family Office, based in Palm Beach Gardens, Florida. In this role, he leads the firm's wealth planning and trust services and acts as a relationship manager for ultra-high-net-worth families, providing comprehensive advice on estate planning, business succession, and intergenerational wealth transfer.

He has deep expertise advising clients with closely held businesses, especially regarding the sale or succession of private enterprises, as well as advanced charitable planning strategies. His practice spans trustee services, estate structure optimization, and consultation for families navigating complex financial transitions, with a particular focus on family-owned business owners, multi-generational families, and individuals with significant philanthropic goals.

Prior to joining Callan Family Office in 2022, Todd spent over 22 years as Managing Director at Abbot Downing, a Wells Fargo division focused on ultra-high-net-worth client advisory. He holds a JD and a BA in History from the University of Florida and is respected for his thought leadership on tax strategy, wealth transfer, and succession planning in industry forums, including contributions to Barron's and Financial Advisor Magazine.