Services

An Integrated Approach To Capital Deployment And Stewardship

At Callus Family Office, our services are structured to support a single, unified mission: to build enduring value across generations. We achieve this by integrating investment management, portfolio support, philanthropic stewardship and legacy planning into a cohesive framework. This structure ensures that every decision aligns with our family's values and long-term objectives.

Investment Management

Our investment team manages a concentrated portfolio focused on technology-driven companies with the potential for scalable, positive impact. Callus Family Office provides patient, long-term capital that enables founders to pursue ambitious goals without the pressures of traditional fundraising cycles. Our investment management services encompass:

Direct Investment

We take significant minority stakes in early and growth-stage companies, allowing us to actively support their development.

Portfolio Construction

We build and manage a diversified portfolio across our chosen technology sectors, balancing risk with our long-term growth and impact objectives.

Rigorous Due Diligence

Our process assesses commercial viability, team expertise, market positioning and alignment with our environmental and social governance criteria.

Co-Investment

We selectively partner with other family offices and specialised funds to access larger opportunities and share expertise, ensuring our involvement remains strategic.

Strategic Guidance

We provide input on key decisions, from product roadmaps and market entry strategies to long-term planning.

Network Access

We facilitate connections to a curated network of industry experts, potential clients and strategic advisors to accelerate growth.

Governance And Reporting

We help establish robust governance frameworks and reporting mechanisms that build institutional credibility and prepare companies for future milestones, such as a major acquisition or IPO.

Portfolio Support

Our role extends beyond providing capital. We are an active partner to the founders and leadership teams within our portfolio, offering strategic guidance and operational support to help them navigate challenges and scale effectively. This support includes:

Philanthropic Stewardship

Our commitment to building a better future is formalised through a dedicated philanthropy programme with a strong environmental focus. This is not a separate activity but a core pillar of our family office, influencing both our giving and our investment criteria. Our stewardship in this area involves:

Strategic Grant-Making

We provide multi-year funding to organisations working on climate solutions, biodiversity protection and the advancement of a circular economy.

Impact Measurement

We work with partners to define and track clear metrics, ensuring our philanthropic capital achieves tangible environmental outcomes.

Partnership Building

We collaborate with foundations, NGOs, and other funders to amplify the impact of our contributions and support systemic change.

Multi-Generational Governance

We have developed a family charter and governance structure that outlines decision-making processes, roles, and responsibilities for current and future generations.

Succession Planning

We manage the orderly transition of leadership and stewardship responsibilities, ensuring the family office's mission endures.

Wealth And Asset Structuring

We work with trusted legal and financial advisors to ensure our assets are structured efficiently for long-term preservation, growth and philanthropic deployment.

Legacy Planning

Preserving and enhancing a family's legacy requires a deliberate and structured approach. We have established a comprehensive governance framework to ensure the continuity of our family’s values and mission across generations. Our legacy planning services include: