How is AI Changing Financial Advisory? Dan Burke Shares His Thoughts with WealthManagement.com
Chief Technology Officer and Investment Partner Dan Burke spoke with WealthManagement.com about how Callan Family Office views the impact of AI on practice management. “What we have seen AI do so far, it makes our best people even better,” said Burke. Please read Dan’s complete WealthManagement.com interview here
How Should Advisors Approach Private Market Diligence? Britt Whitfield Speaks with InvestmentNews
What are the skills necessary to properly diligence alternative assets? Investment Partner Britt Whitfield was interviewed recently by Investment News, discussing the care advisors need to take when it comes to private markets. “Private capital commitments are typically called and invested over multiple calendar years, which requires careful research, pacing plans, and monitoring to manage […]
Callan Family Office Webinar Series: Innovation Doesn’t Recognize the Economic Cycle, with Cota Capital
Innovation doesn’t pause for market cycles. While the past few years have been marked by volatility, the technology sector has entered one of the largest super cycles in history driven by AI, infrastructure buildouts, and accelerating adoption across industries. Bobby Yazdani, Founder and Managing Partner of Cota Capital, sits down with Callan Family Office Chief […]
What’s the Near-Term Outlook? RaeAnn Mitrione Shares Her Thoughts with Yahoo Finance
Market Strategist RaeAnn Mitrione joined Yahoo Finance recently to discuss monetary strategy, our view of AI and big tech, and the emerging opportunities in small caps.
Market Strategist RaeAnn Mitrione Tells CNBC a Rate Cut Will be Supportive for the Market
Callan Family Office Market Strategist RaeAnn Mitrione joined Worldwide Exchange to discuss sees our views on a coming Fed rate cut, mega-cap technology stocks, and the expectation for small caps to gain as markets broaden. Please watch RaeAnn’s complete CNBC interview here
Callan Family Office 3Q 2025 Investment Letter
This past quarter, headlines captured much of the attention. Yet, at Callan Family Office, we believe that the less visible forces shape market direction. In this regard, AI remains the dominant focus, even as much of the activity continues to take place in the private markets. Public markets are shaped by fundamentals like earnings growth […]
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 […]