Callan Family Office Named a Finalist in Four Categories in the 2025 WealthManagement.com Industry Awards
We are pleased to share that Callan Family Office has been named a Finalist in the WealthManagement.com 2025 Industry Awards for four categories. Callan Family Office was named a finalist in the Family Office and RIA Client Initiative categories, both recognizing its innovative Tax Overlay program. Additionally, Jack Ginter is a finalist for Chief […]
Todd Rabold Discusses the U.S. Economy’s Strong May Showing with Money FM
In an interview with Money FM, Todd Rabold, Investment Management Partner at the Callan Family Office, discusses the main highlights from the economy’s stellar performance in May, whether the OECD’s slashed growth forecasts may throw a spanner in the works and why much of the concern around Trump tariffs has largely dissipated. Please listen to […]
Bigger Deals, Scarcer Dollars, and a Long Exit Line for Private Equity
Bigger Deals, Scarcer Dollars, and a Long Exit Line for Private Equity 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 […]
Callan Family Office Webinar Series: Transforming Healthcare, with Patient Square
The healthcare sector is on the cusp of a transformative decade driven by innovation in therapeutics, an aging global population, and rapid advancements in life sciences. For investors, this presents a rare window to participate in private market opportunities that also deliver meaningful impact. In the latest Callan Family Office webinar, Jim Momtazee, Managing Partner […]
Tom Raymond on Schwab Network: Don’t Count Out the American Ethos
Callan Family Office Investment Partner Tom Raymond joined Schwab Network to map out reasons behind our bullish stance on the U.S. market, despite recent volatility. Tom cited the “American ethos” and competitive spirit driving innovation, pointing to Amazon as a prime example with its entry into the low-orbit satellite space. Please watch Tom’s complete Schwab […]
Are UHNW Families Cutting Discretionary Spending? Our Jeff Erickson Weighs in to Investment News
Investment News recently looked at weak earnings from luxury brands, and asked financial advisors whether clients are cutting back. Managing Director Jeff Erickson weighed in, saying our point of view is that our clients have not meaningfully cut back yet. Please read Jeff’s Investment News interview here
Income Drives Private Real Estate Gains; REITs Around the World Rise
Income Drives Private Real Estate Gains; REITs Around the World Rise 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 […]
Private Credit Fundraising Hits 8-Year Low but Continues to Outperform
Private Credit Fundraising Hits 8-Year Low but Continues to Outperform 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 […]
Callan Family Office Wins Best Client Initiative at Family Wealth Report Awards 2025
We are pleased to announce that Callan Family Office has been selected as a winner in the Multi-Family Office (Client Initiative) category at the Twelfth Annual Family Wealth Report Awards 2025 program. “This honor is a testament to the work of our entire team,” said Callan Family Office Chief Executive Officer Jack Ginter. “In just […]
Callan Family Office Names Jeff Getty Chief Tax Strategist
Callan Family Office has announced that it has named Jeff Getty as Chief Tax Strategist. In this new role, Getty will oversee firm‑wide research and strategy on complex income, transfer and international tax issues for ultra‑high‑net‑worth families, closely held businesses and private investment firms. “For ultra-high-net-worth families, every decision they make carries significant tax implications, […]