WealthManagement.com: $6.5B Callan Family Office Launches Tax Overlay Program
WealthManagement.com recently covered the launch of our Tax Overlay Management Program developed to maximize after-tax returns for wealthy families. “The program empowers Callan Family Office’s investment partners to make personalized, tax-aware trading decisions in client portfolios instead of outsourcing portfolio implementation to third-party asset managers with a partial view of clients’ assets. This gives clients […]
Callan Family Office Launches Tax Overlay Management Program for Ultra-High-Net-Worth Clients
We are pleased to share that Callan Family Office has launched a technology-enabled Tax Overlay Management Program developed to maximize after-tax returns for wealthy families. The program empowers Callan Family Office’s investment partners to make personalized, tax-aware trading decisions in client portfolios instead of outsourcing portfolio implementation to third-party asset managers with a partial view […]
Will Business Owners who Benefit from Pass-Through Tax Breaks Face More Tax Scrutiny?
A flow-through or pass-through business funnels income straight to its owners, shareholders or investors so only these individuals and not the entity are taxed on the revenues. The IRS has indicated that it may take harder look at these business structures. Jeff Getty, managing director for business and transaction advisory with Callan Family Office, spoke […]
How Fixed Income is Playing a Role in Allocations and Returns for Balanced Clients
One of the biggest risk clients face is having to sell assets into a distressed market. A highly individualized allocation to fixed income can minimize this. Recently, our Investment Partner Tom Raymond spoke with Citywire on how we view the asset class for both offense and defense. You can read Tom’s complete Citywire interview here.
Callan Family Office Named to the 2024 Forbes/SHOOK List of America’s Top RIA Firms
For the second straight year, Forbes/SHOOK has recognized Callan Family Office for its success in managing the complex needs of ultra-high-net-worth clients on its list of Top RIA Firms. We are thankful to our team and our clients for this recognition. You can view our recent press release here.
RaeAnn Mitrione Talks Current Market Conditions Investors Should Watch on CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she highlighted rising bond yields, underperforming small caps, and the potential of dividend stocks as rates drop. Please watch RaeAnn’s complete CNBC interview here
The 3Q 2024 Callan Institute Periodic Table of Investment Returns
The Callan Periodic Table of Investment Returns, issued by Callan LLC, tracks returns for the past couple of years ending December 2023 and monthly through September 2024. This table pictorially represents the returns from most public asset classes available to investors and many are represented in Callan Family Office client portfolios. The returns are ranked annually […]
RaeAnn Mitrione on Schwab Network Discusses the Rotation from Big Tech to Small Caps
Callan Family Office Investment Partner RaeAnn Mitrione joined Schwab Network to discuss how, in the current market environment, we are leaning into the rotation from big tech to small caps. Please watch RaeAnn’s complete Schwab Network interview here
Are Equity Returns More Volatile in an Election Year? It Depends.
Are Equity Returns More Volatile in an Election Year? It Depends 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 […]
Tax Implications of Disaster-Related Insurance Claims for Wealthy Families
As wildfires, hurricanes and other natural disasters continue to grab headlines, families should be aware of tax relief and insurance breaks they might be entitled to if they lose property to a disaster. Our Managing Director of Financial Administration Cindy Chase was recently interviewed by Financial Advisor Magazine about considerations wealthy families need to have […]