Callan Family Office Webinar Series: Private Credit: The Good, the Bad, and the Ugly
In our latest webinar, Callan Family Office Investment Partner Doug Getty is joined by Catherine Beard of Callan LLC to discuss the opportunities and headwinds facing the private credit market.
What Is Philanthropy Poised to Look Like in 2024? Betty Pettine Weighs In.
We know at Callan Family Office that, for our families, philanthropy is key. But it can be overwhelming to plan how to give and how to ensure a lasting legacy of impactful charity, given the many options and philanthropic vehicles. Our Director of Philanthropic Consulting, Betty Pettine, recently shared her thoughts on the outlook […]
What Are the Planning Issues for Blended Families? Amy Jucoski, Head of Legacy and Wealth Planning, Shares Her Thoughts with Barron’s
Financial and estate planning can be complicated under normal circumstances. Having a so-called blended family, or one that includes children from previous marriages, ups the ante. That’s where advisors have an important role to play. Amy Jucoski, Partner and Head of Legacy & Wealth Planning, shared her thoughts on considerations of planning in blended families […]
Private Real Estate Falls in 3Q While REITs Lag Equities
Private Real Estate Falls in 3Q While REITs Lag Equities 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 […]
Private Equity Investors Focus on Exits in 3Q as Activity Drops
Private Equity Investors Focus on Exits in 3Q as Activity Drops 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 […]
3Q Private Credit Returns Exceed Those of Leveraged Loans
3Q Private Credit Returns Exceed Those of Leveraged Loans 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 […]
Most Hedge Fund Strategies Ended 3Q Slightly Higher
Most Hedge Fund Strategies Ended 3Q Slightly Higher 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 Special Relationship Between Callan Family Office and Callan LLC
Callan Family Office’s clients have access to half a century’s worth of industry research, education, and sophisticated investment guidance from Callan LLC. Callan Family Office CEO Jack Ginter and Callan LLC CEO Greg Allen discuss the special relationship between the two independent companies and how that benefits the clients of both entities.
Year-End 2023 Checklist and Thoughts for the New Year
Planning for Year-End 2023 & Beyond Looking back, 2023 has flown by which means it’s a great time to take stock of what has occurred to change your outlook and influence change in your life. Definitely important factors like inflation and global instability have impacted all of us. Yet now is the time to look […]
Callan Family Office Investment Management Partner Dan Burke Discusses Concerns in the Current Market Environment with Schwab Network
Our Investment Management Partner Dan Burke recently weighed in on the market’s recent performance and what opportunities exist in public and private markets in the current environment with Nicole Petallides of Schwab Network live at the Schwab IMPACT conference in Philadelphia. Watch Dan’s appearance on Schwab Network: Please watch Dan’s full interview with Schwab Network […]