How Wealthy Families Should Approach Stewardship
In an era where family wealth can span continents and generations, one of the most understated — and often overlooked — challenges is stewardship. While financial performance will always be essential, stewardship is the mindset that transforms capital into a shared legacy of purpose, responsibility and connection. At its core, it’s about preparing people, not […]
Todd Rabold Speaks with Money FM on Earnings and Rates
Todd Rabold, Investment Management Partner, joined Money FM recently, unpacking the strength of the US economy, the outlook for small caps and cyclicals, the pause in the AI trade, the surge in gold and silver, and what markets may be mispricing as the Fed stays on hold and policy uncertainty lingers. Please listen to […]
In 4Q Global Markets, All Asset Classes Saw Gains, but Results Varied Widely
In 4Q Global Markets, All Asset Classes Saw Gains, but Results Varied Widely 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 […]
The 2025 Callan Periodic Table of Investment Returns
Please find attached the Callan Periodic Table of Investment Returns for the 20 years ending December 2025. This table visually ranks the annual returns of the major public asset classes available to investors, many of which are represented in Callan Family Office client portfolios. Each year’s returns are displayed from best-performing (top) to worst-performing […]
What are Some of the Considerations in Advising Divorced Couples? Austin Warner Shares Some Thoughts with Barron’s
Austin Warner, our senior wealth planner, recently spoke with Barron’s on considerations for advisors working with couples going through a divorce. “It’s understandable that clients see their financial advisor as a comforting constant in their lives at a time of upheaval,” Warner said. “Having that trusted resource, where you’ve had that longstanding relationship, is someone […]
Callan Family Office 1Q26 Tax Letter
The Parthenon endures because strength and balance were embedded into every detail of its design. The same principle governs enduring estate plans. Rockefeller and Mellon are remembered not because of any particular technique, but because their legacies were constructed as systems rather than transactions, architectures capable of absorbing legal change while preserving purpose across […]
Economy Shows Resilience Through Cloudy Signals
Economy Shows Resilience Through Cloudy Signals 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. Callan […]
Callan Family Office’s Bitcoin Special Report
Bitcoin’s evolution from curiosity to cornerstone reflects both the promise and the paradox of modern finance. Whether it belongs in a portfolio is a different matter – one that depends less on markets than on mindset. Many publicly traded companies already have Bitcoin exposure, including those in popular equity indices. Whether such exposure is […]
2026 on the Horizon: Integrating Tax Planning with Investment Decisions
https://vimeo.com/1148041444?share=copy&fl=sv&fe=ci What’s the outlook for the economy and markets in 2026, and how should you best incorporate that into your planning? In our latest Callan Family Office webinar, Executive Managing Director Britt Whitfield leads a discussion with Chief Tax Strategist Jeffrey Getty and Market Strategist RaeAnn Mitrione on the trends likely to shape investing in […]
Market Strategist RaeAnn Mitrione on CNBC: Consumer Spending Supports an Optimistic View of the Economy
Callan Family Office Market Strategist RaeAnn Mitrione joined Worldwide Exchange where she discussed how resilient consumer spending is a good sign for the economy. She also touched on recent oil price moves and our continued constructive view of the technology sector. Please watch RaeAnn’s complete CNBC interview here