Moving Overseas? Amy Jucoski Discusses Tax Considerations with Investopedia
Many people consider moving overseas after retirement, but ultra-wealthy families should be aware of the tax implications. Our Head of Family Office Services & Advisory Amy Jucoski was recently interviewed by Investopedia about some of the considerations families face when leaving the country to retire. Please read Amy’s full Investopedia interview here
Private Equity Activity Perks Up in 1Q25, but Risks Loom
Private Equity Activity Perks Up in 1Q25, but Risks Loom 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 […]
Private Credit Holds Ground Amid Competitive Pressures
Private Credit Holds Ground Amid Competitive Pressures 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. […]
Market Strategist RaeAnn Mitrione Talks Chips and Tech in Latest CNBC Interview
Callan Family Office Market Strategist RaeAnn Mitrione joined Worldwide Exchange to discuss how tech and chips, led by AI, are powering markets. Please watch RaeAnn’s complete CNBC interview here
Todd Rabold Tells Money FM How Deregulation Could be the Next Catalyst for the Markets
In an interview with Money FM, Todd Rabold, Investment Management Partner at Callan Family Office, discusses how the Trump administration will focus on deregulation once the tariff discussions are completed. He expects financial, energy and technology companies to be among the beneficiaries. Please listen to Todd’s complete interview here
Market Strategist RaeAnn Mitrione Discusses UHNW Portfolio Needs with Bloomberg News
Our Market Strategist and Investment Partner RaeAnn Mitrione joined Bloomberg Radio recently to discuss how ultra-high-net-worth investors are allocating their money in the current market.
Tom Raymond on Schwab Network: Why GOOGL, NVDA are Still Undervalued
Callan Family Office Investment Partner Tom Raymond joined Schwab Network to discuss why AI is so important for the tech sector. He breaks down how Alphabet (GOOGL) is implementing AI across diverse business segments, including Waymo’s self-driving cars and YouTube’s algorithm, as well as increased Google Cloud revenue. Thomas argues GOOGL is still underappreciated: “This […]
How Will the Growing Federal Debt Affect Callan LLC’s Capital Markets Assumptions?
How Will the Growing Federal Debt Affect Callan LLC’s Capital Markets Assumptions? 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 […]
Avoiding the Phantom Tax Trap in Complex Private Investments
Phantom income refers to tax liabilities that arise from investment gains allocated to an investor but never received in cash. It is a recurring challenge for ultra-high-net-worth families, particularly those with exposure to private equity, hedge funds, private credit, and carried interest structures. If unaddressed, phantom income can disrupt liquidity, trigger unplanned asset sales, and […]
New Tax on Endowments Will Likely Lead to Portfolio Management Changes
New Tax on Endowments Will Likely Lead to Portfolio Management Changes 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 […]