Market Strategist RaeAnn Mitrione Breaks Down What is Driving the Market on Bloomberg TV
https://vimeo.com/1161536923 Market Strategist RaeAnn Mitrione joined Bloomberg TV to discuss the impact of stronger corporate earnings on stocks, as well as other trends driving the markets.
Callan Family Office Crosses $10 Billion in Assets Under Management
Callan Family Office today announced that it has surpassed $10 billion in assets under management. As of December 31, 2025, Callan Family Office reported more than $10 billion in assets under management, across 73 clients. The growth has been entirely organic and comes less than four years after the firm was established. “The partners […]
What is the Importance of Tax-Efficient Investing? Dan Burke Discusses with Barron’s
Chief Technology Officer and Investment Partner Dan Burke was recently interviewed by Barron’s about Callan Family Office’s approach to tax-efficient investing. “We actually start with portfolio design, making sure we’re allocating to asset classes from the perspective of after-tax returns,” Dan said. “Everybody is familiar with the annual capital market exercise that every large firm […]
How Wealthy Families Should Approach Stewardship
In an era where family wealth can span continents and generations, one of the most understated — and often overlooked — challenges is stewardship. While financial performance will always be essential, stewardship is the mindset that transforms capital into a shared legacy of purpose, responsibility and connection. At its core, it’s about preparing people, not […]
Todd Rabold Speaks with Money FM on Earnings and Rates
Todd Rabold, Investment Management Partner, joined Money FM recently, unpacking the strength of the US economy, the outlook for small caps and cyclicals, the pause in the AI trade, the surge in gold and silver, and what markets may be mispricing as the Fed stays on hold and policy uncertainty lingers. Please listen to […]
In 4Q Global Markets, All Asset Classes Saw Gains, but Results Varied Widely
In 4Q Global Markets, All Asset Classes Saw Gains, but Results Varied Widely 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 […]
The 2025 Callan Periodic Table of Investment Returns
Please find attached the Callan Periodic Table of Investment Returns for the 20 years ending December 2025. This table visually ranks the annual returns of the major public asset classes available to investors, many of which are represented in Callan Family Office client portfolios. Each year’s returns are displayed from best-performing (top) to worst-performing […]
What are Some of the Considerations in Advising Divorced Couples? Austin Warner Shares Some Thoughts with Barron’s
Austin Warner, our senior wealth planner, recently spoke with Barron’s on considerations for advisors working with couples going through a divorce. “It’s understandable that clients see their financial advisor as a comforting constant in their lives at a time of upheaval,” Warner said. “Having that trusted resource, where you’ve had that longstanding relationship, is someone […]
Callan Family Office 1Q26 Tax Letter
The Parthenon endures because strength and balance were embedded into every detail of its design. The same principle governs enduring estate plans. Rockefeller and Mellon are remembered not because of any particular technique, but because their legacies were constructed as systems rather than transactions, architectures capable of absorbing legal change while preserving purpose across […]
Economy Shows Resilience Through Cloudy Signals
Economy Shows Resilience Through Cloudy Signals 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 […]