Callan Family Office’s 3Q 2026 Tax Letter: What Jaws Teaches About Intentional Wealth Design
Intentional design can turn a limitation into a defining strength. Steven Spielberg did not get the shark he expected in Jaws, but he created a better movie by controlling what the audience could see, when they could see it, and how much access they were given. Families face a similar design challenge when an operating […]
Global Economy in 2Q26: What Happened and What to Know
Global Economy in 2Q26: What Happened and What to Know 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 […]
Market Strategist RaeAnn Mitrione Speaks with Bloomberg Television About Current Market Dynamics
https://vimeo.com/1208474172?share=copy&fl=sv&fe=ci Callan Family Office Market Strategist RaeAnn Mitrione joined Bloomberg Television to discuss the current investment landscape, highlighting why corporate earnings continue to serve as the foundation for long-term market performance despite ongoing geopolitical developments and economic uncertainty.
Todd Rabold Talks Mega Caps and the Fed on Money 89.3’s Business Report
Todd Rabold, Investment Management Partner at Callan Family Office, discusses the Dow’s latest push above the 52,000 level for a new record high. He analyzes whether mega cap tech giants can sustain their momentum amid massive artificial intelligence spending. We also look at how a hawkish Federal Reserve might impact the projection for accelerating economic […]
Big Changes After the 2026 Russell June Reconstitution
Big Changes After the 2026 Russell June Reconstitution 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 […]
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 […]