What Investors Need to Know About the SEC’s 2023 Private Funds Rules

What Investors Need to Know About the SEC’s 2023 Private Funds Rules 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 […]
Crain Currency Interviews Thomas Raymond Jr. on Investment Opportunities in AI

The dot-com era’s investor sentiment in the late 1990s, marked by enthusiasm and subsequent crashes, set the stage for established giants such as Amazon, Google and Salesforce. Drawing parallels, family office investors note similar trends within today’s AI bubble. Their consensus is that, beyond the hype, artificial intelligence holds tangible potential. Just as the […]
Private Credit IRRs Stay Steady in 2Q

Private Credit IRRs Stay Steady and Range from 8%-10% 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 […]
Hedge Funds Gain in 2Q but Lag Equity Indices

Hedge Funds Gain but Lag Equity Indices 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 their […]
Is Recession Risk Really Off the Table?

Is Recession Risk Really Off the Table? 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 their […]
Independent Advice, Investment Management, and Philanthropy with Callan Family Office

Our CEO Jack Ginter, Investment Management Partner Doug Getty, and Director of Philanthropic Consulting Betty Pettine recently spoke with David Warren from Bridgeford Trust about what Callan Family Office brings to the industry and how far the organization has come since inception of February 2022. Please listen to our team’s full interview on the Bridgeford Trust podcast here
Private Real Estate Falls Again; REITs Gain but Trail Stocks

Private Real Estate Falls Again; REITs Gain but Trail Stocks 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 Headwinds Slow Liquidity

Private Equity Headwinds Slow Liquidity 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 their accuracy or […]
Stock Sale or Asset Sale? Our Team Discusses Options for Business Owners with Family Business Magazine

Many families start businesses with the hope that the business will stay within the family for generations. But that is not always possible. At some point, family owners, for any number of reasons, need to consider selling or transferring the business. We often think of these sales as a business transfer, but they are also […]
Callan Family Office Webinar Series: What Happened to the Recession?

Our Chief Investment Officer Doug Evans and John Silvia of Dynamic Economic Research discuss how predictions of a deep recession in 2023 have not come to pass.