The Paradox of Choice: Callan Family Office’s 4Q 2025 Investor Letter
In today’s information age, we are overwhelmed with a constant stream of data, opinions, and noise, and, in our 4Q Investment Letter, we discuss how the concept of the Paradox of Choice was a factor for investors. Indeed, there was plenty to think about as we closed 2025 – and even more to overthink. The […]
The Secret Ingredient That Transforms Your Holiday Table? Family History
The best thing passed at the holiday table isn’t just the food that we share, but the stories that we tell. When we gather around the table with friends and family, we often share stories about our lives and our memories from the past. As these stories are retold year after year and passed to […]
Todd Rabold Speaks with Money FM on Fed Policy and the Outlook for 2026
Todd Rabold, Investment Management Partner, joined Money FM recently, discussing his outlook on economic growth, and the sectors poised to benefit in 2026. Plus, Todd talks about the ongoing tariff debates, tech exports, and which areas of the market could outperform as the new year unfolds. Please listen to Todd’s complete interview here
Real Estate Markets Find Their Footing as Infrastructure Fundraising Accelerates
Real Estate Markets Find Their Footing as Infrastructure Fundraising Accelerates 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 […]
The Sound of Silence: Missing Economic Data Clouds Picture on Economy
The Sound of Silence: Missing Economic Data Clouds Picture on Economy 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 […]
Market Strategist RaeAnn Mitrione Discusses the Impact of the Current Markets on Ultra-High-Net-Worth Families with Bloomberg
Market Strategist RaeAnn Mitrione joined Bloomberg Radio’s Tom Keane to discuss why Callan Family Office feels optimistic about the current market environment and why we remain constructive on technology.
Market Strategist RaeAnn Mitrione Breaks Down the Latest Market Drivers on Bloomberg TV
Market Strategist RaeAnn Mitrione joined Bloomberg TV in studio to break down the latest market drivers and what they mean for investors. She noted that September’s nonfarm payroll report may reduce the odds of a December rate cut, even as both labor market data and recent Fed messaging have been mixed. RaeAnn also discussed the […]
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