How Callan LLC Models its Expected Future Returns for Stocks
How Callan LLC Models its Expected Future Returns for Stocks 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 […]
How Callan Family Office Created a New Approach to Tax-Aware Investment Decisions
At Callan Family Office, we’ve advised ultra-high-net-worth families for decades and have seen how much value can be gained through tax-aware decision-making. These families often face a level of complexity that off-the-shelf solutions weren’t built to handle. Yet many wealth managers lack the tools or infrastructure to manage taxes effectively. As a result, portfolio rebalancing […]
Callan Family Office 2Q 2025 Investor Letter
As we look back at the second quarter, the overall investing sentiment seemed to suggest the need to slam on the brakes. The safeguards out there, namely tariffs, were felt to make us less safe. In our latest Investment Letter, we discuss why our decisions in the second quarter were based more on the constants […]
Revisiting Office Conversions: A Follow-Up on Progress and Potential
Revisiting Office Conversions: A Follow-Up on Progress and Potential 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 […]
Tom Raymond Discusses Our View of Global Market Opportunities in an Interview with Citywire
As questions grow over the longevity of US market dominance, investors are exploring new frontiers. Recently, our Investment Partner Tom Raymond spoke with Citywire on our thinking about international investments and broader diversification. You can read Tom’s complete Citywire interview here.
Abnormal Volatility Calls for Investors in Developed ex-U.S. Equity Strategies to Be Patient
Abnormal Volatility Calls for Investors in Developed ex-U.S. Equity Strategies to Be Patient 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 […]
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 […]