Family Business

Jeff Getty is Chief Tax Strategist at Callan Family Office, advising ultra-high net worth families, entrepreneurs, and private investors on complex tax, structuring, and transition strategies. A tax attorney and M&A adviser for nearly 30 years, he has led hundreds of successful transactions, designing forward-looking plans that protect and enhance after-tax value from early-stage growth through exit and beyond.

Max is a Partner at Aprio and serves as the firm’s Northeast Transaction Advisory Leader, with a key focus on expanding Aprio’s presence in the Philadelphia market. As an M&A Partner, he leads growth initiatives across the region while advising on complex merger and acquisitions. With over 20 years of experience, Max supports private equity sponsors, venture capital firms, family offices, and strategic companies through all stages of the deal lifecycle.