Callan Family Office Webinar Series: Wealth & Wellness: Optimizing Health to Support Longevity
Embracing small changes throughout life can lead to large gains as we embark upon our health journeys. But how do you navigate and implement these changes? Dr. Andrea Ilannuzzelli (“Dr. Andie”), an Assistant Professor of Medicine at the Regional Integrative Special Needs (RISN) Center, sat down for an informative conversation with Callan Family Office Partner […]
Five Major Trends Driving Hedge Funds in 2025
Five Major Trends Driving Hedge Funds 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 or […]
Callan Family Office 1Q 2025 Investor Letter
The current volatility in the public markets has justifiably caused some concern among investors. Over the past several weeks, equity investors have had to contend with concerns about valuations in technology stocks, the impact and confusion over tariff policies, and a debate over whether economic indicators now suggest recession. It is not surprising that all […]
What Does History Say About a Historic Stretch for the S&P 500?
What Does History Say About a Historic Stretch for the S&P 500? 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 […]
Private Real Estate Valuations May Have Bottomed; REITs Fall
Private Real Estate Valuations May Have Bottomed; REITs Fall 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 […]
Strong Finish to the Year for Hedge Funds but Choppy Outlook Ahead
Strong Finish to the Year for Hedge Funds but Choppy Outlook Ahead 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 […]
Private Credit Gains in 3Q24 but Lags a Benchmark
Private Credit Gains in 3Q24 but Lags a Benchmark 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 […]
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 […]