1Q23 Quarterly Letter
After a grim 2022, stock and bond markets provided a reasonable start to the year despite the unforeseen swoon in the banking sector that muddies the picture going forward as it relates to both the impact of tighter lending conditions for businesses and consumers and the Fed’s next moves. Perhaps not surprisingly, equity […]
Callan Family Office Webinar Series: Doug Evans with Jason Trennert of Strategas Research
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 completeness. Callan has licensed the Callan® trademark to Callan […]
Washington Watch: Fiscal 2024 Budget
Earlier this year, the Biden Administration released its 2024 proposed budget, which outlines its priorities for the next fiscal year. Consider this a ‘wish list’ of the administration’s top priorities, but also remember it is unlikely that many of these proposals will be enacted into law given the realities of a divided Congress. […]
Our Capital Markets Assumptions: How’d We Do?
Our Capital Markets Assumptions: How’d We Do? 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 […]
Risky Business Update: After a Historic Year, What’s Changed?
Risky Business Update: After a Historic Year, What’s Changed? 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 Growing Popularity of Directed Trusts
Directed and delegated trusts are common types of irrevocable trusts. Historically, the delegated trust model has been favored; however, over time we have observed the directed trust model is gaining popularity. The directed trust model provides families with greater flexibility, control, and protection in the drafting and administration of modern trusts. While both trust […]
NCREIF Property Index falls 3.5% and REITs lag equities
NCREIF Property Index falls 3.5% and 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 as to […]
Investor Appetite for Private Credit Continues, but Strategies of Interest Shift
Investor Appetite for Private Credit Continues, but Strategies of Interest Shift 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 Decelerated in 2022, with the Outlook for 2023 Very Unclear
Private Equity Decelerated in 2022, with the Outlook for 2023 Very Unclear 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 […]
Year Ends on a High Note for Hedge Fund Managers After Tough Start
Year Ends on a High Note for Hedge Fund Managers After Tough Start 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 […]