Key Considerations When Decanting a Trust
One planning issue ultra-high-net-worth families face is handling irrevocable trusts put in place years ago that no longer serve their needs. Irrevocable trusts have historically been difficult to modify. However, families with these trusts can go through a process known as decanting to affect these types of changes. We are increasingly guiding trustees and clients […]
Callan Family Office and Insights Squared Consulting Group Announce Unique Collaboration to Launch Endure, a Proprietary Family Governance and Education Program for Ultra-High-Net-Worth Clients
We are pleased to announce an exclusive partnership with family wealth consulting firm Insights Squared Consulting Group to launch Endure, a proprietary family governance and education program for individuals, couples and families served by the firm. Endure offers a dedicated and highly experienced team of consultants to advise ultra-high-net-worth families on strategies and practices that […]
What Type of Limited Liability Entity Is Right for You?
We are frequently asked by families what the best option is to establish a limited liability entity while also consolidating family investments or business assets. The answer is, it depends. However, it’s essential to assess the details and comprehend the impact of each structure. Our Planning Partners Amy Jucoski and Todd Neal discussed the considerations […]
Callan Family Office Webinar Series: The Outlook for Digital Assets
Our Chief Investment Officer Doug Evans spoke with Christine Moy of Apollo Global about the outlook for digital assets and how investors should think about this asset class.
Callan Family Office Named to the 2023 Forbes/SHOOK List of America’s Top RIA Firms
We are pleased to share that our firm has been named to the 2023 Forbes/SHOOK list of America’s Top RIA Firms. Callan Family Office’s approach to serving ultra-high-net-worth families was recognized by Forbes as a Top RIA firm as we approach our second anniversary as a truly independent firm. When we founded Callan Family Office, […]
3Q23 Quarterly Investment Letter
On September 3rd, 1997, Peter Lynch took to the podium to share his investment insights. The words of the luminary and former manager of the Fidelity Magellan Fund carry weight with eye-catching returns that doubled the S&P 500 during his tenure from 1977 to 1990. His key message was, “There is always something to […]
Exploring the Potential for Transforming Office Spaces into Residences
Exploring the Potential for Transforming Office Spaces into Residences 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 […]
How Should the Wealthiest Families Be Supported? Dan Burke Talks to ThinkAdvisor
As advisors to ultra-high-net-worth investors, we must use our experience and tech stack to meet clients’ expectations. As with all obstacles, the challenge itself makes us better, and advisors who take on the technology gap that exists for the wealthiest families will be positioned to bring together high tech and high touch to best serve […]
Callan Family Office Investment Management Partner RaeAnn Mitrione Discusses the Current Market Environment with Schwab Network
Our Investment Management Partner RaeAnn Mitrione recently weighed in on the market’s recent pullback and what opportunities exist in public and private markets in the current environment with Nicole Petallides of Schwab Network. Watch her appearance on Schwab Network: Please watch RaeAnn’s full interview with Schwab Network here
Callan Family Office Perspective: Key Rates Rise, and the Effect on Housing Is Clear
Our Chief Investment Officer Doug Evans breaks down this year’s moves in key rates and how those have affected housing and mortgages.