Tom Raymond Joins Bloomberg Radio to Discuss Recent Market Trends
Our Investment Partner Tom Raymond recently joined Bloomberg Radio to discuss tech earnings, market performance, and the economic outlook.
Dan Burke Speaks with Nasdaq TradeTalks on Investing in Emerging Technology
Our Investment Partner Dan Burke recently joined Nasdaq TradeTalks to discuss how asset managers are investing in emerging technologies, the role of M&A in building out tech, and talent dynamics. Please watch Dan’s complete interview here
What are the Key Challenges Facing Wealth Management? Dan Burke Talks to Barron’s About Solving the Data Gap.
What are the biggest challenges facing the wealth management industry and why are they so important? Our Investment Partner Dan Burke was asked this by Barron’s and discussed the industry’s issues managing the complexity and volume of all clients’ personal data. “An ultrahigh-net-worth family or family office often has data everywhere—siloed at multiple providers and […]
What’s the Biggest Point of Disagreement Between the Bulls & Bears? Todd Rabold Shares His Insight with Money FM
Todd Rabold, Investment Management Partner at Callan Family Office, joined Money FM to share his insights on the significance of Bank of America’s latest aggregate credit and debit card data showing a 1% dip in total credit card spending per household in the week ending Aug/ 10, the biggest point of disagreement between the bulls […]
Callan Family Office Named to Citywire’s 50 Growers Across America List of Top RIAs
We are pleased to announce that Callan Family Office has been included on Citywire’s Growers Across America List of Top RIAs. We are thankful to our team and our clients for this recognition. You can view the complete Citywire list here.
Hedge Funds Gain, Capitalizing on Volatility
Hedge Funds Gain, Capitalizing on Volatility 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 or completeness. Callan […]
Private Real Estate Income Is Positive, but Appreciation Falls
Private Real Estate Income Is Positive, but Appreciation Falls 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 […]
Gifting, Income Levels Biggest Tax Concerns For Wealthy
Tax planning for wealthy clients looking to prepare for the potential expiration of certain Tax Cuts and Jobs Act provisions often involves several considerations. Our Planning Partner Todd Neal was recently interviewed by Financial Advisor Magazine about his thinking and strategy. Clients should bunch charitable gifts, typically gifted over years, and potentially take advantage of […]
Private Credit Gains Outpace Leveraged Loans Over Time; Spreads Contract
Private Credit Gains Outpace Leveraged Loans Over Time; Spreads Contract 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 […]
What to Know About Private Equity, Venture Capital Growth in 2Q24
What to Know About Private Equity, Venture Capital Growth in 2Q24 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 […]