Callan Family Office’s Tax Overlay Program Wins Best Client Initiative in the 2025 WealthManagement.com Industry Awards
We are pleased to share that Callan Family Office has won the Best Client Initiative in the Family Office category for the WealthManagement.com 2025 Industry Awards. The award focused on the launch of Callan Family Office’s Tax Overlay program, which empowers the firm’s investment partners to make personalized, tax-aware trading decisions in client portfolios. By […]
How Does Callan Family Office Utilize AI? Dan Burke Speaks with Investment News
How have the partners at Callan Family Office incorporated artificial intelligence into our practice? Chief Technology Officer Dan Burke was interviewed recently by Investment News, discussing how AI is helping in advisor productivity and firm-wide operational efficiency. “Our technology and innovation team is using AI to rapidly design and test new business applications with front office […]
Real Estate Sectors Stabilize as Infrastructure Investment Remains Resilient
Real Estate Sectors Stabilize as Infrastructure Investment Remains Resilient 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 […]
Chief Tax Strategist Jeff Getty Shares What We Can Learn from the Most Iconic Estate Plans with Financial Advisor Magazine
In estate and tax planning, certain names transcend their celebrity or fortune and come to define the very strategies they deployed. These individuals and families did not merely follow the rules; they reshaped them. Their approaches have become professional shorthand: the Walton GRAT, the Jackie O. CLAT, the Newman Foundation. Each represents not just a […]
Moving Overseas? Amy Jucoski Discusses Tax Considerations with Investopedia
Many people consider moving overseas after retirement, but ultra-wealthy families should be aware of the tax implications. Our Head of Family Office Services & Advisory Amy Jucoski was recently interviewed by Investopedia about some of the considerations families face when leaving the country to retire. Please read Amy’s full Investopedia interview here
Private Equity Activity Perks Up in 1Q25, but Risks Loom
Private Equity Activity Perks Up in 1Q25, but Risks Loom 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 […]
Private Credit Holds Ground Amid Competitive Pressures
Private Credit Holds Ground Amid Competitive Pressures 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. […]
Market Strategist RaeAnn Mitrione Talks Chips and Tech in Latest CNBC Interview
Callan Family Office Market Strategist RaeAnn Mitrione joined Worldwide Exchange to discuss how tech and chips, led by AI, are powering markets. Please watch RaeAnn’s complete CNBC interview here
Todd Rabold Tells Money FM How Deregulation Could be the Next Catalyst for the Markets
In an interview with Money FM, Todd Rabold, Investment Management Partner at Callan Family Office, discusses how the Trump administration will focus on deregulation once the tariff discussions are completed. He expects financial, energy and technology companies to be among the beneficiaries. Please listen to Todd’s complete interview here
Market Strategist RaeAnn Mitrione Discusses UHNW Portfolio Needs with Bloomberg News
Our Market Strategist and Investment Partner RaeAnn Mitrione joined Bloomberg Radio recently to discuss how ultra-high-net-worth investors are allocating their money in the current market.