Should Wealthy Clients Use Home Equity to Taxes? It Could Carry a Price.
Home equity is traditionally used for such familiar costs as home repair, education and debt consolidation, but wealthy clients have the option to use such assets to reduce taxes, advisors say. Such strategies, however, carry a price for any tax savings. There are other considerations, as well. Partner Todd Neal recently shared some of […]
Private, Public Real Estate Indices Fall on Rate Concerns
Private, Public Real Estate Indices Fall on Rate Concerns 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 […]
Strong Start to the Year for Most Hedge Fund Strategies
Strong Start to the Year for Most Hedge Fund Strategies 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 […]
RaeAnn Mitrione Provides Economic and Market Outlook in Interview with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the consumer, inflation, and the market’s record run. Please watch RaeAnn’s complete CNBC interview here
Private Credit Gained in 4Q But Lagged High-Yield Benchmark
Private Credit Gained in 4Q But Lagged High-Yield Benchmark 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 […]
What to Know About the U.S. Economy and Inflation in 1Q
What to Know About the U.S. Economy and Inflation in 1Q 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 […]
Do Growth Assets Still Have Room to Run? Doug Evans Discusses with Schwab Network
There’s still room for market growth this year, our Chief Investment Officer, Doug Evans, told Schwab Network. In his interview, Doug discusses the takeaways from economic data, the FOMC meeting and April jobs data. Then, Doug highlights our thinking around growth assets, including technology. Please watch Doug’s complete Schwab Network interview here
Jack Ginter Speaks with Asset TV About the Growth of Callan Family Office
What should ultra-high-net-worth clients expect from their family office partners? Our CEO Jack Ginter was interviewed by Asset TV about why we started Callan Family Office and what has driven our growth so far. Please watch Jack’s complete Asset TV interview here
Are We Headed for an ‘Economic Unplanned Disassembly?’
Are We Headed for an ‘Economic Unplanned Disassembly?’ 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 […]
Planning Alert: The Corporate Transparency Act
The Corporate Transparency Act (CTA) mandates specific reporting requirements for beneficial owners of many entities and small businesses. The purpose of the act is to “better enable critical national security, intelligence, and law enforcement efforts to counter money laundering, the financing of terrorism, and other illicit activity.” Compliance with the CTA is important, as […]