CEO Jack Ginter Shares How RIAs are Equipped to Serve Ultra-High-Net-Worth Clients in an Interview with Schwab Network
Callan Family Office CEO Jack Ginter joined Schwab Network recently to discuss what truly sets a family office apart from other firms. As Jack shared, ultra-high-net-worth clients are focused on their legacy, access to differentiated investment opportunities, and customized strategies to sustain their wealth across generations. At Callan Family Office, our open architecture allows […]
Market Strategist RaeAnn Mitrione on CNBC: AI Continues to Power the Market
Callan Family Office Market Strategist RaeAnn Mitrione joined Worldwide Exchange where she discussed AI-driven market momentum, earnings concentration, and why investors should diversify amid potential volatility. Please watch RaeAnn’s complete CNBC interview here
The 3Q 2025 Callan Periodic Table of Investment Returns
Please find attached the Callan Periodic Table of Investment Returns for the past three years ending December 2024 and year to date as of September 2025. This table visually represents the returns from most public asset classes available to investors with many represented in Callan Family Office client portfolios. The returns are ranked annually from […]
How Investors Should View a Rise in Inflation. Britt Whitfield Calms Investor Fears in Discussion with Barron’s
Britt Whitfield, our executive managing director, recently spoke with Barron’s on how we handle what we see as their greatest fear nowaways, a resurgence of inflation. If you get a resurgence of inflation, and the Fed has to really start raising interest rates, there’s a real fear that the economy is going to slow in […]
Callan Family Office Installs SUBSCRIBE to Scale Private Fund Investment Operations
Callan Family Office announced today it has installed SUBSCRIBE, a leading operating system for alternative investments to scale our private fund investment operations for the many ultra-high-net-worth families we serve. “SUBSCRIBE empowers Callan Family Office’s investment partners to digitally implement alternative investments in client portfolios in a more seamless way,” said Douglas Evans, Founding Partner […]
Callan Family Office Webinar Series: Navigating Policy, Politics, and the Economy with Schwab’s Michael Townsend
Unexpected tariff announcements, government shutdowns, drama at the Fed –There is never a dull moment when it comes to the political environment today, and investors and advisors alike are wondering: What is next? In our latest Callan Family Office webinar, Senior Wealth Planner Austin Warner is joined by Charles Schwab’s Washington Insider, Michael Townsend, for an […]
Planning Alert: Following OBBBA, Turning Disruption into Design
Wealth planning is dynamic. Laws change, markets swing, exemptions rise and fall. Families often feel the ground shift beneath them. The temptation is to freeze or wait for clarity. But history shows the most enduring results come not from predicting the future, but from working the problem in front of you. The One Big […]
What are the Key Considerations for Long-Term Care? Amy Jucoski Speaks with InvestmentNews
All families need to plan for factors like planning for long-term care needs. Recently, Amy Jucoski, head of family office services & advisory at Callan Family Office, spoke with InvestmentNews on understanding and assessing costs and different risk factors. “Consider your preferences when budgeting such as your preferred lifestyle and whether you want to age […]
Imports Do Not Change GDP Growth (But They May Have an Impact Eventually)
Imports Do Not Change GDP Growth (But They May Have an Impact Eventually) 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 WealthStack Podcast: Inside the CTO Mindset at a Modern Family Office with Dan Burke
WealthManagement.com WealthStack podcast host Shannon Rosic speaks with Dan Burke, CFA, chief technology officer and founding partner at Callan Family Office, about how CTOs balance innovation with risk, build client-driven tech roadmaps, and why reporting and data remain the backbone of digital transformation in wealth management.