March, 2023 - Callan Family Office

Our Capital Markets Assumptions: How’d We Do?

Our Capital Markets Assumptions: How’d We Do? Download Now Callan Family Office (“CFO”) is providing the blog post from Callan LLC ("Callan") for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy...

Risky Business Update: After a Historic Year, What’s Changed?

Risky Business Update: After a Historic Year, What’s Changed? Download Now Callan Family Office (“CFO”) is providing the blog post from Callan LLC ("Callan") for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to...

The Growing Popularity of Directed Trusts

Directed and delegated trusts are common types of irrevocable trusts. Historically, the delegated trust model has been favored; however, over time we have observed the directed trust model is gaining popularity. The directed trust model provides families with greater flexibility, control, and protection in the drafting and administration of modern trusts. While both trust...

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