Why Ultra-Wealthy Investors Can, and Should, Invest Like an Institution
The investment management industry is built for two distinct categories: institutional clients and individual investors. While institutional advisors serve large, multi-billion-dollar pensions and sovereign entities, by contrast, wealth management firms work with clients who fall on the other end of the spectrum—retail investors with roughly $500,000 to $5 million of investable assets. But what if […]
Putting Together the Puzzle Pieces of U.S. Equity Index Funds
Putting Together the Puzzle Pieces of U.S. Equity Index Funds 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 […]
Need a Family Office: Whom Can You Trust?
The founder who sells a business…the next generation assuming the reins of the family estate…an executive who has been cashed out…and the entertainer who has become popular all have this question in common – whom can I trust with my fortune? Trust is the scarcest resource in the financial services industry because you cannot buy […]
Callan Family Office Webinar Series: Private Market Opportunities with Callan LLC
Private markets remain a powerful engine for growth and diversification, offering great opportunity for ultra-high-net-worth families. But how do you navigate the complexities of deal flow and performance to select the right investments? In our latest Callan Family Office webinar, Investment Management Partner Stephen Trempe discusses the outlook for private markets in 2025 with Pete […]
Risky Business Update: Challenging Environment Tests Strong CMAs
Risky Business Update: Challenging Environment Tests Strong CMAs 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 […]
Analyzing the Private Real Estate Market Environment in 2025
Analyzing the Private Real Estate Market Environment in 2025 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 […]
The 4Q 2024 Callan Periodic Table of Investment Returns
Please find the Callan Periodic Table of Investment Returns, issued by Callan LLC, for the past 20 years, ending in December 2024. This table visually represents the returns from most public asset classes available to investors, and many are represented in Callan Family Office client portfolios. The returns are ranked annually from best (top of […]
Callan Family Office 4Q 2024 Investment Letter
Our investment team issued our fourth-quarter investment letter on December 31, 2024, laying out our views of the market dynamics in the most recent quarter, and what to expect in 2025. Please let us know if you have any questions or would like to discuss further. For our latest insights, please read our 4Q Investor […]
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 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 […]
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”) 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 […]