Vanilla has launched Vanilla Concierge, a professional services offering that provides wealth management advisors with direct access to its team of trust and estate professionals. The service includes abstraction services, where Vanilla's in-house team reads and analyses estate documents to create visual plans. The company's abstraction work has produced over 10,000 client profiles representing more than $140 billion in client assets across the US. Vanilla employs over 15 trust and estate professionals, including 10 non-practising attorneys, with a combined 190-plus years of experience. Vanilla Concierge offers guided sessions where advisors can review client plans with the team, as well as multi-session training for firms building profiles themselves. The service is available to all Vanilla subscribers as an added offering.

Estate planning technology firm Vanilla has partnered with Callan Family Office, a registered investment advisor serving ultra-high-net-worth families and family offices. The agreement includes a strategic investment by Callan in Vanilla, joint product development, and a coordinated go-to-market strategy. The partnership addresses gaps in wealth planning software for ultra-high-net-worth families with complex entity structures, multigenerational wealth transfers and institutional system integrations. Joint development will focus on consolidated multigenerational planning visualisations, sophisticated entity and asset ownership reporting, and enhanced data connectivity across family office systems. Callan Family Office chief executive Jack Ginter said the firm has witnessed limitations in existing systems for handling complex estate planning needs, viewing the partnership as combining technology with practitioner expertise to help families preserve wealth across generations.

Callan Family Office announces strategic partnership with Vanilla to advance estate planning for ultra-high-net-worth families. Callan Family Office today announced a strategic partnership with Vanilla, combining Callan Family Office's decades of experience serving ultra-high-net-worth families with Vanilla's leading estate planning technology platform. As family wealth becomes increasingly complex, estate planning technology must evolve alongside it. Many of today's tools were built for traditional wealth planning, while ultra-high-net-worth families often require support for multigenerational wealth transfers, trusts, family entities, private investments, and sophisticated ownership structures. Through this partnership, Callan Family Office LLC is investing in the future of estate planning technology and collaborating with Vanilla to develop capabilities designed specifically for the needs of ultra-high-net-worth families, family offices, and their advisors.