Tom Raymond Discusses Market Volatility with Investment News
How should investors think about one of the wildest weeks in the markets? Investment Partner Tom Raymond spoke with Investment News on how view risk and opportunity in the current environment. Please read Tom’s complete Investment News interview here
Case Study: Preparing the Next Generation for a $150 Million Legacy
How do you prepare future generations to steward significant wealth responsibly? In this case study, our team explores how Callan Family Office worked with a family to deliver confidence that future generations would be prepared not only to manage wealth, but also to preserve family harmony and continue the legacy they had worked so hard […]
Delivering Clarity, Coordination, and Continuity for a Complex Family Balance Sheet: A Blended Family’s Multi-Phase Wealth Journey with Callan Family Office
What are the advantages of working with a family office? In this case study, our team explores how Callan Family Office worked with a complex blended family on managing investments, planning, and family dynamics. To learn about many of the ways we work with the complexity of family wealth, please read our Case Study Delivering […]