What Does History Say About a Historic Stretch for the S&P 500?
What Does History Say About a Historic Stretch for the S&P 500? 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 […]
How Is AI Being Used to Manage Wealth? Dan Burke Discusses Callan Family Office’s View with Barron’s.
How is artificial intelligence being put to work in the wealth management field? Our Chief Technology Officer and Investment Partner Dan Burke was asked for his thoughts by Barron’s and discussed our views on how AI can be deployed for ultra-high-net-worth families. Please read Dan’s complete Barron’s interview here (Subscription Required)
What’s Driving the Markets? Todd Rabold Speaks with Money FM
Todd Rabold, Investment Management Partner at the Callan Family Office, shares his insights on the latest market drivers on the back of Trump’s tariffs, Nvidia’s earnings beating expectations and its attractiveness to investors at this point, as well as sentiments surrounding AI, small caps and value stocks. Please listen to Todd’s complete interview here
Callan Family Office Partners with Foundation Source to Expand Access to Sophisticated Philanthropic Solutions
Callan Family Office has announced a partnership with Foundation Source, the nation’s largest provider of cloud-based charitable giving solutions, to enhance its philanthropic offerings. Through this partnership, Foundation Source will provide a ‘private label’ philanthropic platform that enables Callan Family Office advisors to streamline and improve overall management of clients’ charitable activities in lockstep with […]
Private Real Estate Valuations May Have Bottomed; REITs Fall
Private Real Estate Valuations May Have Bottomed; REITs Fall 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 accuracy […]
Strong Finish to the Year for Hedge Funds but Choppy Outlook Ahead
Strong Finish to the Year for Hedge Funds but Choppy Outlook Ahead 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 […]
Private Credit Gains in 3Q24 but Lags a Benchmark
Private Credit Gains in 3Q24 but Lags a Benchmark 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 accuracy […]
Why Ultra-Wealthy Investors Can, and Should, Invest Like an Institution
The investment management industry is built for two distinct categories: institutional clients and individual investors. While institutional advisors serve large, multi-billion-dollar pensions and sovereign entities, by contrast, wealth management firms work with clients who fall on the other end of the spectrum—retail investors with roughly $500,000 to $5 million of investable assets. But what if […]
Putting Together the Puzzle Pieces of U.S. Equity Index Funds
Putting Together the Puzzle Pieces of U.S. Equity Index Funds 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 […]
Need a Family Office: Whom Can You Trust?
The founder who sells a business…the next generation assuming the reins of the family estate…an executive who has been cashed out…and the entertainer who has become popular all have this question in common – whom can I trust with my fortune? Trust is the scarcest resource in the financial services industry because you cannot buy […]