Callan Family Office

Market Strategist RaeAnn Mitrione Joins Bloomberg Television to Discuss Geopolitical Impact on the Markets

Market Strategist RaeAnn Mitrione joined Bloomberg Television to share perspective on rising geopolitical tensions, oil price volatility, and their potential ripple effects across the global economy. While acknowledging increasing risks, RaeAnn offers a measured, long-term vie highlighting the U.S.’s relative resilience as a net energy exporter and emphasizing the importance of staying disciplined amid market […]

Clarity Family Offices Joins Callan Family Office

Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments across the United States, today announced that the team from Clarity Family Offices, a family wealth consulting firm known for its sophisticated, bespoke advisory services for affluent families and single family offices, has joined the firm. The move strengthens Callan […]

After Supreme Court Ruling, Doug Evans Discusses New Landscape for Tariff Risk

Chief Investment Officer Doug Evans was recently interviewed by The Daily Upside on Callan Family Office’s views of the recent Supreme Court decision on tariffs. The SCOTUS ruling could also ease pressure on the Federal Reserve to keep rates elevated, Doug said. The lower tariff risk may allow for a less aggressive stance this year. […]

Market Strategist RaeAnn Mitrione Speaks with Bloomberg Surveillance on Market Trends

Market Strategist RaeAnn Mitrione joined Bloomberg Surveillance to share our perspective on the current market environment and what it means for investors. She discussed the recent rotation away from tech leadership, the importance of maintaining global diversification, how fixed income and alternative investments are being positioned, and why strong fundamentals continue to support a constructive […]

Callan Family Office Webinar Series: Protecting Your Wealth in a Digital World. What Every Investor Needs to Know

https://vimeo.com/1161605599?share=copy&fl=sv&fe=ci In today’s digital world, it is increasingly challenging to keep track of what is real, fake, or spam. While new technology – and the rapid growth of AI – has made life more convenient, it has also created more risks. Cybersecurity threats are growing more sophisticated, and protecting your personal and financial information has […]

Callan Family Office Crosses $10 Billion in Assets Under Management

  Callan Family Office today announced that it has surpassed $10 billion in assets under management. As of December 31, 2025, Callan Family Office reported more than $10 billion in assets under management, across 73 clients. The growth has been entirely organic and comes less than four years after the firm was established. “The partners […]