Our investment team issued our fourth-quarter investment letter on December 31, 2024, laying out our views of the market dynamics...
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Hawkish Cuts and Stormy Skies: Callan LLC 4Q 2024 Investor Letter
Hawkish Cuts and Stormy Skies: Callan LLC 4Q 2024 Investor Letter Download Now Callan Family Office (“CFO”) is providing the...
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Callan Family Office CEO Jack Ginter Named to 2024 InvestmentNews Hot List for Second Year
Callan Family Office is pleased to announce that our Chief Executive Officer Jack Ginter has been named to the 2024...
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Callan Family Office Wins Two 2024 ThinkAdvisor Luminaries Awards
We are thrilled to share that Callan Family Office has been honored with two awards from the 2024 ThinkAdvisor Luminaries. Our...
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Strong U.S. Economy Refuses to Cooperate
Strong U.S. Economy Refuses to Cooperate Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC ("Callan")...
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Callan Family Office Webinar Series: Outlook for U.S. Economy and Markets with Rick Rieder of BlackRock
Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, sat down for a conversation with Investment Management Partner...
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RaeAnn Mitrione Discusses Rising Bond Yields and Current Market Conditions with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she addressed rising bond yields and their impact on...
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What Should Clients Consider in Year-End Charitable Giving?
Betty Pettine, managing director of philanthropic consulting, was recently asked to share her tips for year-end charitable giving. Among our...
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RaeAnn Mitrione Tells Bloomberg News Why We Suggest Being Fully Invested
“Stay fully invested” is the key takeaway from RaeAnn Mitrione’s recent Bloomberg Radio appearance. Watch her interview to learn more...
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Callan Family Office Webinar Series: Post-Election Tax Planning
With election day behind us, now is the time to focus on the impact it may have on your tax...
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Callan Family Office 2024 Year-End Planning Guide
Much of 2024 was marked by the economic and market uncertainty that comes whenever both the White House and Congress...
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Are Equities Closing Out 2024 Strongly? Todd Rabold Shares His Insight with Money FM
Todd Rabold, Investment Management Partner at Callan Family Office, recently shared his insights on whether there will be a continued...
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Higher Beta Hedge Fund Strategies Have a Strong Quarter
Higher Beta Hedge Fund Strategies Have a Strong Quarter Download Now Callan Family Office (“CFO”) is providing the information from...
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Private Credit Managers Outperform Leveraged Loans
Private Credit Managers Outperform Leveraged Loans Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC ("Callan")...
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Fewer Funds Raised in Private Equity, but More Dollars Flow into Them
Fewer Funds Raised in Private Equity, but More Dollars Flow into Them Download Now Callan Family Office (“CFO”) is providing...
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WealthManagement.com: $6.5B Callan Family Office Launches Tax Overlay Program
WealthManagement.com recently covered the launch of our Tax Overlay Management Program developed to maximize after-tax returns for wealthy families. “The...
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Callan Family Office Launches Tax Overlay Management Program for Ultra-High-Net-Worth Clients
We are pleased to share that Callan Family Office has launched a technology-enabled Tax Overlay Management Program developed to maximize...
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Will Business Owners who Benefit from Pass-Through Tax Breaks Face More Tax Scrutiny?
A flow-through or pass-through business funnels income straight to its owners, shareholders or investors so only these individuals and not...
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How Fixed Income is Playing a Role in Allocations and Returns for Balanced Clients
One of the biggest risk clients face is having to sell assets into a distressed market. A highly individualized allocation...
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Callan Family Office Named to the 2024 Forbes/SHOOK List of America’s Top RIA Firms
For the second straight year, Forbes/SHOOK has recognized Callan Family Office for its success in managing the complex needs of...
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