Jeffrey Getty
Tax Attorney, M&A Advisor, TEDx Speaker & Author
- Role
- Chief Tax Strategist at Callan Family Office
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Jeffrey Getty
As Chief Tax Strategist and Managing Director at Callan Family Office, I lead firm-wide…
Experience
Chief Tax Strategist
Apr 2024 — Present · Pittsburgh, PA, US
At Callan Family Office, we provide integrated, forward-thinking tax and transaction advisory services to ultra high net worth families, closely held business owners, and private investors. As Chief Tax Strategist, I lead the firm’s approach to complex income, estate, and international tax planning, shaping the strategy that underpins our work across all client relationships. Our objective is to deliver deeply personalized solutions that optimize long-term outcomes and preserve wealth across generations.For business owners contemplating a transition or liquidity event, our advisory services begin well in advance of a transaction. We help clients enhance enterprise value, evaluate strategic exit alternatives, prepare for due diligence, and navigate unsolicited offers with confidence. Our transaction structuring and modeling spans the full deal lifecycle—pre, during, and post-transaction—and incorporates sophisticated tax mitigation, wealth transfer, and philanthropic strategies designed to minimize federal and state income, capital gains, and estate taxes.This work is delivered within the broader framework of each client’s financial, legal, and estate planning. By collaborating with their existing tax and legal teams, we ensure the cohesive execution of strategies that align with their personal and legacy goals. Whether addressing multi-jurisdictional tax complexity, advising on asset protection structures, or supporting family governance and charitable planning, our multidisciplinary approach is designed to protect and enhance the after-tax value of wealth—today and for generations to come.
Education
University of Pittsburgh School of Law
JD
1993 — 1996
Duquesne University
MS (Tax)
1998 — 2000
College of Charleston
BA
1991 — 1993
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