Dan Burke Talks About the Mindset of a CTO in the WealthStack Podcast
Family offices sit at the intersection of complexity and innovation, where the stakes are high and trust is everything. The challenge isn’t just adopting new tools, but ensuring they deliver security, transparency, and personalization for ultra-high-net-worth families. In this environment, technology has shifted from back-office infrastructure to the front line of client engagement. In a […]
Callan Family Office 2025 Year-End Planning Guide
Throughout history, there have been years that pass quietly and years that mark a turning point. Think of 1914, when the world slid into conflict, or 1929, when markets collapsed and fortunes were rewritten overnight, or 1989, when the Berlin Wall fell and global systems shifted within weeks. Each of those years required adaptation to […]
CEO Jack Ginter Tells AssetTV Why Ultra-High-Net-Worth Investors Are Flocking to RIAs
Callan Family Office CEO Jack Ginter discussed how ultra-high-net-worth clients’ needs are evolving, the rise of independent RIAs, and what’s driving industry growth in technology, breakaways, and M&A. Please watch Jack’s complete AssetTV interview here
Private Credit Growth Persists Despite Economic Headwinds
Private Credit Growth Persists Despite Economic Headwinds 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 completeness. […]
Another Strong Quarter of Gains for Hedge Funds Across the Board
Another Strong Quarter of Gains for Hedge Funds Across the Board 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 […]
Todd Rabold Discusses the Labor Market and Equities with Money FM
Todd Rabold, Investment Management Partner, joined Money FM recently, discussing the market’s pullback and ongoing concerns about high valuations in the AI space; what a 22-year high for layoffs in October could mean for Fed policy; the Supreme Court’s hearing on the legality of trade tariffs; and his overall outlook through year-end. Please listen […]
Jeff Erickson Tells InvestmentNews the Fed Isn’t Hindered by Lack of Government Economic Data…Yet
The Federal Reserve may have less information during the government shutdown, but “it’s not flying blind,” Jeff Erickson, Managing Director, Investments, told InvestmentNews recently. He points out that there are alternative sources of information on things like consumer auto and home sales, retail activity and credit card spending. Furthermore, the Federal Reserve continues to gather […]
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 […]