Callan Family Office Announces Strategic Partnership with Vanilla to Advance Estate Planning for Ultra-High-Net-Worth Families
Callan Family Office today announced a strategic partnership with Vanilla, combining Callan Family Office’s decades of experience serving ultra-high-net-worth families with Vanilla’s leading estate planning technology platform. As family wealth becomes increasingly complex, estate planning technology must evolve alongside it. Many of today’s tools were built for traditional wealth planning, while ultra-high-net-worth families often […]
George Burnette Speaks with InvestmentNews How to Guide Newly Widowed Clients
When a client loses a spouse, the emotional weight of grief and the pressure of immediate financial decisions can collide in ways that make planning sound nearly impossible. For financial advisors and wealth managers, the first weeks after a client’s loss are less about portfolio strategy and more about providing steady, empathetic guidance. Among […]
Callan Family Office Named to Inaugural CNBC Elite Advisors List, Recognizing the Nation’s Leading Ultra-High-Net-Worth Advisory Firms
Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments, today announced it has been named to the first-ever CNBC Elite Advisors list. The inaugural recognition identifies 25 independent advisory firms across the United States that specialize in serving ultra-high-net-worth individuals, families, and family offices with investable assets of […]
Callan Family Office Named a Finalist in the 2026 Wealth Management Industry Awards for Chief Technology Officer of the Year
Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments across the United States, today announced it has been named a finalist in the 2026 Wealth Management Industry Awards (“the Wealthies”) in the Chief Technology Officer of the Year category, recognizing Dan Burke, Chief Technology Officer and Founding Partner. […]
Callan Family Office’s 2Q 2026 Investment Letter
Short-term market results can obscure the more consequential forces shaping the investment landscape. Our perspective remains grounded in long-term forces while tailoring portfolios to each client’s unique liquidity and risk needs. This current quarter was no exception. In our latest quarterly investment letter, we again help you navigate these forces with foresight and steadiness. Please […]
Jeff Getty Tells InvestmentNews How to Avoid the Biggest Mistakes for Business Owners Before a Liquidity Event
Sticking the landing is not just vital for gymnastics routines, it’s paramount for liquidity events too. And that’s why advisors say the years leading up to the sale or succession of a business require huge preparation, especially when it comes to tax planning, to reduce the possibility of stumbling when it comes time to dismount. Jeff Getty, […]
Callan Family Office Appoints George Burnette as Director of Philanthropic Consulting & Wealth
Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments across the United States, today announced that George Burnette, JD, CFP®, ATFA, TEP has joined the firm as Director of Philanthropic Consulting & Wealth. In this role, Burnette will advise individuals, families, and family enterprises on the increasingly complex relationship […]
Market Strategist RaeAnn Mitrione Speaks with Bloomberg Television About Earnings, AI, and Market Momentum
https://vimeo.com/manage/videos/1197770931?ts=1368 Market Strategist RaeAnn Mitrione joined Bloomberg Television to discuss market valuations, AI-related investment trends, consumer spending, and the economic factors shaping opportunities and risks for investors.
Venture Capital Fuels a Rebound in Private Equity
Venture Capital Fuels a Rebound in Private Equity 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 […]
Emerging Markets Did Not Want to Be Left Out of the Concentration Party
Emerging Markets Did Not Want to Be Left Out of the Concentration Party 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 […]