Callan Family Office

The Health of the American Consumer Is Stronger Than Expected

Over the past year, the U.S. has seen strong economic indicators across four key metrics – job growth, wealth levels, consumer confidence and housing – and all signs point to a positive long-term outlook for American consumers. Why? Our Chief Investment Officer Doug Evans and Investment Partner Patrick Thompson recently shared their economic insight with […]

A Strong Finish in 2023 Bodes Well for Hedge Funds in 2024

A Strong Finish in 2023 Bodes Well for Hedge Funds in 2024 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 […]

The Magnificent Seven and Large Cap Portfolios: What Institutional Investors Need to Know

The Magnificent Seven and Large Cap Portfolios: What Institutional Investors Need to Know 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 […]

Private Equity Sees a Big Slowdown After the Frenzy of 2021

Private Equity Sees a Big Slowdown After the Frenzy of 2021 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 […]

Private Real Estate Falls But REITs Outpace Stocks in 4Q

Private Real Estate Falls But REITs Outpace Stocks in 4Q 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 […]

Private Credit Performance Tops Leveraged Loan Index Over Longer Time Periods

Private Credit Performance Tops Leveraged Loan Index Over Longer Time Periods 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 […]

Hedge Funds Gains in 4Q23 Spurred by Rising Stocks and Bonds

Hedge Funds Gains in 4Q23 Spurred by Rising Stocks and Bonds 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 […]

Family Wealth Report Weighs In on Callan Family Office’s Expanded Services

The expansion of Callan Family Office’s Financial Administration unit was highlighted by Family Wealth Report recently: “Ultra-high net worth clients have complex finances that can make it difficult for them to get a clear picture of what they have, how their assets have performed, and how money was spent,” Jack Ginter, chief executive at Callan […]

Investment News on Callan Family Office’s Expansion of Financial Administration

Callan Family Office’s launch of financial administration was highlighted recently by Investment News: “Unlike the typical approach to day-to-day administrative finances like bill payment, which is commonly manual and takes information from across different systems and providers, the firm says it reduces the risk of errors by handling those directly with its own custom technology […]