What Does a Patient Fed Mean for the Markets? RaeAnn Mitrione Discusses with Schwab Network
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What Does a Patient Fed Mean for the Markets? RaeAnn Mitrione Discusses with Schwab Network

The Fed is very data dependent, our Investment Partner RaeAnn Mitrione recently told Schwab Network. In her interview, RaeAnn talks...
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RIABiz Highlights the Growth and Differentiated Model of Callan Family Office
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RIABiz Highlights the Growth and Differentiated Model of Callan Family Office

  RIABiz recently sat down with Callan Family Office CEO Jack Ginter to explore our firm's evolution over the past...
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Callan Family Office 1Q24 Quarterly Investment Letter
Investment Insight

Callan Family Office 1Q24 Quarterly Investment Letter

  As the financial markets pendulum moves from greed to fear, opportunities will present themselves. This is a constant, but...
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Multi-Family Apartments: The Biggest Kid on the Rental Housing Block
Investment Insight

Multi-Family Apartments: The Biggest Kid on the Rental Housing Block

Multi-Family Apartments: The Biggest Kid on the Rental Housing Block  Download Now Callan Family Office (“CFO”) is providing the information...
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Callan Family Office Crosses $5 Billion in Assets Under Management, Marking Two Years of Organic Growth in Serving Ultra-High-Net-Worth Families
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Callan Family Office Crosses $5 Billion in Assets Under Management, Marking Two Years of Organic Growth in Serving Ultra-High-Net-Worth Families

  We are pleased to share that Callan Family Office has passed $5 billion in assets under management, just over...
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Callan Family Office Named a Finalist in Three Categories at the Eleventh Annual Family Wealth Report Awards 2024
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Callan Family Office Named a Finalist in Three Categories at the Eleventh Annual Family Wealth Report Awards 2024

  Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations and endowments across the United States,...
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RaeAnn Mitrione Shares Market Outlook with CNBC
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RaeAnn Mitrione Shares Market Outlook with CNBC

Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss our outlook for the markets, inflation data and...
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Death of a Spouse Can Trigger Tax Changes Beyond Filing Status
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Death of a Spouse Can Trigger Tax Changes Beyond Filing Status

  The death of a spouse can quickly change a survivor’s ability to itemize tax deductions (especially medical and charitable),...
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Innovative Strategies to Spark a Passion for Philanthropy in the Next Gen
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Innovative Strategies to Spark a Passion for Philanthropy in the Next Gen

  In a world where compassion and social responsibility are paramount, engaging children in philanthropy is a cornerstone for shaping...
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Doug Evans Shares His Market Outlook with The Wall Street Journal
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Doug Evans Shares His Market Outlook with The Wall Street Journal

  Recent economic data has the market rethinking the outlook for interest rates, according to Callan Family Office Chief Investment...
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Is the Recent Pullback a Buying Opportunity? RaeAnn Mitrione Shares Her Thoughts with Yahoo Finance
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Is the Recent Pullback a Buying Opportunity? RaeAnn Mitrione Shares Her Thoughts with Yahoo Finance

Based on how February's inflation prints played out, investors are on the fence about which direction the Federal Reserve will...
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The Health of the American Consumer Is Stronger Than Expected
Investment Insight

The Health of the American Consumer Is Stronger Than Expected

Over the past year, the U.S. has seen strong economic indicators across four key metrics – job growth, wealth levels,...
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A Strong Finish in 2023 Bodes Well for Hedge Funds in 2024
Investment Insight

A Strong Finish in 2023 Bodes Well for Hedge Funds in 2024

A Strong Finish in 2023 Bodes Well for Hedge Funds in 2024 Download Now Callan Family Office (“CFO”) is providing...
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The Magnificent Seven and Large Cap Portfolios: What Institutional Investors Need to Know
Investment Insight

The Magnificent Seven and Large Cap Portfolios: What Institutional Investors Need to Know

The Magnificent Seven and Large Cap Portfolios: What Institutional Investors Need to Know Download Now Callan Family Office (“CFO”) is...
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Private Equity Sees a Big Slowdown After the Frenzy of 2021
Investment Insight

Private Equity Sees a Big Slowdown After the Frenzy of 2021

Private Equity Sees a Big Slowdown After the Frenzy of 2021 Download Now Callan Family Office (“CFO”) is providing the...
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Private Real Estate Falls But REITs Outpace Stocks in 4Q
Investment Insight

Private Real Estate Falls But REITs Outpace Stocks in 4Q

Private Real Estate Falls But REITs Outpace Stocks in 4Q Download Now Callan Family Office (“CFO”) is providing the information...
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Private Credit Performance Tops Leveraged Loan Index Over Longer Time Periods
Investment Insight

Private Credit Performance Tops Leveraged Loan Index Over Longer Time Periods

Private Credit Performance Tops Leveraged Loan Index Over Longer Time Periods Download Now Callan Family Office (“CFO”) is providing the...
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Hedge Funds Gains in 4Q23 Spurred by Rising Stocks and Bonds
Investment Insight

Hedge Funds Gains in 4Q23 Spurred by Rising Stocks and Bonds

Hedge Funds Gains in 4Q23 Spurred by Rising Stocks and Bonds Download Now Callan Family Office (“CFO”) is providing the...
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Family Wealth Report Weighs In on Callan Family Office’s Expanded Services
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Family Wealth Report Weighs In on Callan Family Office’s Expanded Services

The expansion of Callan Family Office's Financial Administration unit was highlighted by Family Wealth Report recently: “Ultra-high net worth clients...
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Investment News on Callan Family Office’s Expansion of Financial Administration
News News & Insights

Investment News on Callan Family Office’s Expansion of Financial Administration

Callan Family Office's launch of financial administration was highlighted recently by Investment News: "Unlike the typical approach to day-to-day administrative...
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