The 3Q 2025 Callan Periodic Table of Investment Returns
Please find attached the Callan Periodic Table of Investment Returns for the past three years ending December 2024 and year to date as of September 2025. This table visually represents the returns from most public asset classes available to investors with many represented in Callan Family Office client portfolios. The returns are ranked annually from […]
Callan Family Office Webinar Series: Navigating Policy, Politics, and the Economy with Schwab’s Michael Townsend
Unexpected tariff announcements, government shutdowns, drama at the Fed –There is never a dull moment when it comes to the political environment today, and investors and advisors alike are wondering: What is next? In our latest Callan Family Office webinar, Senior Wealth Planner Austin Warner is joined by Charles Schwab’s Washington Insider, Michael Townsend, for an […]
Imports Do Not Change GDP Growth (But They May Have an Impact Eventually)
Imports Do Not Change GDP Growth (But They May Have an Impact Eventually) 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 WealthStack Podcast: Inside the CTO Mindset at a Modern Family Office with Dan Burke
WealthManagement.com WealthStack podcast host Shannon Rosic speaks with Dan Burke, CFA, chief technology officer and founding partner at Callan Family Office, about how CTOs balance innovation with risk, build client-driven tech roadmaps, and why reporting and data remain the backbone of digital transformation in wealth management.
Callan Family Office Webinar Series: Innovation Doesn’t Recognize the Economic Cycle, with Cota Capital
Innovation doesn’t pause for market cycles. While the past few years have been marked by volatility, the technology sector has entered one of the largest super cycles in history driven by AI, infrastructure buildouts, and accelerating adoption across industries. Bobby Yazdani, Founder and Managing Partner of Cota Capital, sits down with Callan Family Office Chief […]
Callan Family Office 3Q 2025 Investment Letter
This past quarter, headlines captured much of the attention. Yet, at Callan Family Office, we believe that the less visible forces shape market direction. In this regard, AI remains the dominant focus, even as much of the activity continues to take place in the private markets. Public markets are shaped by fundamentals like earnings growth […]
Real Estate Sectors Stabilize as Infrastructure Investment Remains Resilient
Real Estate Sectors Stabilize as Infrastructure Investment Remains Resilient 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 […]
Private Equity Activity Perks Up in 1Q25, but Risks Loom
Private Equity Activity Perks Up in 1Q25, but Risks Loom 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 […]
Private Credit Holds Ground Amid Competitive Pressures
Private Credit Holds Ground Amid Competitive Pressures 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. […]
Market Strategist RaeAnn Mitrione Discusses UHNW Portfolio Needs with Bloomberg News
Our Market Strategist and Investment Partner RaeAnn Mitrione joined Bloomberg Radio recently to discuss how ultra-high-net-worth investors are allocating their money in the current market.