Jack Ginter Speaks with Institutional Investor on Callan Family Office’s Expanded Services
Callan Family Office’s expansion of family office services to both its own clients and single family offices was highlighted recently by Institutional Investor. In an interview, CEO Jack Ginter explained the firm’s rationale for offering financial administration: “What we see really clearly is that, whether it’s a large family or a single-family office, they often […]
Callan Family Office Expands Financial Administration Division to Support Ultra-High-Net-Worth Families and Other Single Family Offices
We are pleased to announce that Callan Family Office has broadened our capabilities with the expansion of our financial administration division. Financial administration services include bill pay, cash management, reconciliation, and customized reporting. Callan Family Office is making these and other services available to both its ultra-high-net-worth clients and to other single-family offices. The handling […]
Todd Neal Discusses What to Consider When Selling Your Business with Barron’s
There are more than 30 million small businesses in the U.S., and on any given day, the entrepreneurs behind some of them are handing over the keys to new owners. While the fantasy for those sellers is cashing the check and living happily ever after, the truth is that many will harbor regrets about how […]
Engaging the Next Generation in Philanthropy
In a world where compassion and social responsibility are paramount, engaging children in philanthropy becomes a cornerstone for shaping a brighter future. From the earliest years of elementary school to the transformative high school period, involving the youngest generation in philanthropic endeavors is an investment that pays dividends in character development and societal impact. […]
Callan Family Office Insights: The January 31st Federal Reserve Announcement
On January 31st, the Federal Reserve released their announcement from the January 30-31st meeting. Following the meeting the Fed Chair was interviewed by the media. Questions in the Q&A revolved around the timing of the next rate cut (with the implication that no further rate hikes are pending). Chairman Powell shared that the Fed was seeing data […]
The Callan Periodic Table of Investment Returns
The Callan Periodic Table of Investment Returns, issued by Callan LLC, tracks returns for the past 20 years ending December 2023. This table pictorially represents the returns from most public asset classes available to investors and many are represented in Callan Family Office client portfolios. The returns are ranked annually from best to worst. Given […]
Doug Evans Discusses Interest Rates and the Market Outlook with The Wall Street Journal
Recent market strength is prompting investors to reconsider hopes that the Federal Reserve will cut interest rates aggressively this year, which may have been too optimistic, according to our Chief Investment Officer Doug Evans, in a recent interview with The Wall Street Journal. “People were maybe too optimistic about how many are coming this […]
Callan Family Office and Callan LLC Fourth Quarter Perspectives
As Nassim Taleb said in his book Antifragile, “Invest in preparedness, not in prediction.” In 2023, his comments could not have been more fitting. It would have been convenient to align with the widespread cynical views to start the year, but investing in-line with those dire predictions would have proven costly. Robust economic […]
Dan Burke Shares Thoughts on How Family Offices Can Succeed for UHNW Clients in 2024
What does 2024 hold for family offices and their ultra-high-net-worth clients? To find out, Wealth Solutions Report spoke with several leading experts in the space, including our own Investment Partner Dan Burke. Family offices must steer their UHNW clients through uncertain market conditions and emerging macro risks, develop intergenerational client solutions fit for this […]
Callan Family Office 2023 Review & Outlook
It is safe to say that 2023 has been a year that has defied prediction of most Wall Street strategists. As you know, at Callan Family Office, we do not follow consensus thinking. This year, we were fully aware of what could go wrong but did not discount what could go right and […]