Strategic Tax Planning in a Down Market: Turning Volatility into Long-Term Leverage
Sharp declines in the equity markets often create anxiety and uncertainty, but for families with significant wealth, they can also present a rare opportunity to execute sophisticated planning strategies with amplified impact. Lower valuations, combined with historically high exemption amounts and an approaching legislative sunset, create a confluence of factors that make now an ideal […]
RaeAnn Mitrione Joins CNBC to Discuss How We Are Navigating the Latest Market Volatility
RaeAnn Mitrione, Investment Management Partner at Callan Family Office, weighed in on tariffs, market volatility, and safe havens in an interview with CNBC. Key takeaway: Be patient. Please watch RaeAnn’s complete CNBC interview here
How is Callan Family Office Approaching the Current Markets? Joe Rorke Speaks with Investment News.
How are advisors handling the current market volatility surrounding the administration’s new tariff policies? Joe Rorke, investment management partner at Callan Family Office, was asked by Investment News for his views. At Callan Family Office, he explained, our discussions have centered around areas where we see opportunities going forward, as opposed to talking frightened clients […]
Callan Family Office April 3, 2025, Market Update
The Trump administration announced yesterday, April 2, a wide range of tariffs that were widely telegraphed but without specifics. The tariffs will affect most of our significant trading partners and has caused significant volatility in the broader public markets. Our investment team has issued a Market Update laying out our thinking on the current environment. […]
RaeAnn Mitrione Tells Bloomberg How UHNW Investors are Adjusting to the Current Markets
Callan Family Office Investment Partner RaeAnn Mitrione joined Bloomberg Surveillance recently, where she discussed how the recent tariffs are affecting the markets and how ultra-high-net-worth investors are repositioning. Please watch RaeAnn’s complete Bloomberg interview here
Callan Family Office Webinar Series: Wealth & Wellness: Optimizing Health to Support Longevity
Embracing small changes throughout life can lead to large gains as we embark upon our health journeys. But how do you navigate and implement these changes? Dr. Andrea Ilannuzzelli (“Dr. Andie”), an Assistant Professor of Medicine at the Regional Integrative Special Needs (RISN) Center, sat down for an informative conversation with Callan Family Office Partner […]
Five Major Trends Driving Hedge Funds in 2025
Five Major Trends Driving Hedge Funds in 2025 Download Now Callan Family Office (“CFO”) is providing the information 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 or […]
Crain Currency Asks Betty Pettine How Families Can Best Approach Strategic Philanthropy
A growing number of family offices are shifting away from traditional charity and embracing strategic philanthropy — an approach designed to create long-term, systemic change. Instead of simply donating to causes, they’re funding programs that build lasting solutions. The focus is moving beyond personal legacy or boardroom preferences to what truly benefits communities and […]
Callan Family Office 1Q 2025 Investor Letter
The current volatility in the public markets has justifiably caused some concern among investors. Over the past several weeks, equity investors have had to contend with concerns about valuations in technology stocks, the impact and confusion over tariff policies, and a debate over whether economic indicators now suggest recession. It is not surprising that all […]
RaeAnn Mitrione Discusses New Tariffs’ Impact on the Markets with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she discussed how the recent tariffs are affecting the markets. Please watch RaeAnn’s complete CNBC interview here