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 […]
What is the Importance of Tax-Efficient Investing? Dan Burke Discusses with Barron’s
Chief Technology Officer and Investment Partner Dan Burke was recently interviewed by Barron’s about Callan Family Office’s approach to tax-efficient investing. “We actually start with portfolio design, making sure we’re allocating to asset classes from the perspective of after-tax returns,” Dan said. “Everybody is familiar with the annual capital market exercise that every large firm […]
How Wealthy Families Should Approach Stewardship
In an era where family wealth can span continents and generations, one of the most understated — and often overlooked — challenges is stewardship. While financial performance will always be essential, stewardship is the mindset that transforms capital into a shared legacy of purpose, responsibility and connection. At its core, it’s about preparing people, not […]
Todd Rabold Speaks with Money FM on Earnings and Rates
Todd Rabold, Investment Management Partner, joined Money FM recently, unpacking the strength of the US economy, the outlook for small caps and cyclicals, the pause in the AI trade, the surge in gold and silver, and what markets may be mispricing as the Fed stays on hold and policy uncertainty lingers. Please listen to […]
What are Some of the Considerations in Advising Divorced Couples? Austin Warner Shares Some Thoughts with Barron’s
Austin Warner, our senior wealth planner, recently spoke with Barron’s on considerations for advisors working with couples going through a divorce. “It’s understandable that clients see their financial advisor as a comforting constant in their lives at a time of upheaval,” Warner said. “Having that trusted resource, where you’ve had that longstanding relationship, is someone […]
2026 on the Horizon: Integrating Tax Planning with Investment Decisions
https://vimeo.com/1148041444?share=copy&fl=sv&fe=ci What’s the outlook for the economy and markets in 2026, and how should you best incorporate that into your planning? In our latest Callan Family Office webinar, Executive Managing Director Britt Whitfield leads a discussion with Chief Tax Strategist Jeffrey Getty and Market Strategist RaeAnn Mitrione on the trends likely to shape investing in […]
Market Strategist RaeAnn Mitrione on CNBC: Consumer Spending Supports an Optimistic View of the Economy
Callan Family Office Market Strategist RaeAnn Mitrione joined Worldwide Exchange where she discussed how resilient consumer spending is a good sign for the economy. She also touched on recent oil price moves and our continued constructive view of the technology sector. Please watch RaeAnn’s complete CNBC interview here
The Secret Ingredient That Transforms Your Holiday Table? Family History
The best thing passed at the holiday table isn’t just the food that we share, but the stories that we tell. When we gather around the table with friends and family, we often share stories about our lives and our memories from the past. As these stories are retold year after year and passed to […]
Todd Rabold Speaks with Money FM on Fed Policy and the Outlook for 2026
Todd Rabold, Investment Management Partner, joined Money FM recently, discussing his outlook on economic growth, and the sectors poised to benefit in 2026. Plus, Todd talks about the ongoing tariff debates, tech exports, and which areas of the market could outperform as the new year unfolds. Please listen to Todd’s complete interview here
Market Strategist RaeAnn Mitrione Discusses the Impact of the Current Markets on Ultra-High-Net-Worth Families with Bloomberg
Market Strategist RaeAnn Mitrione joined Bloomberg Radio’s Tom Keane to discuss why Callan Family Office feels optimistic about the current market environment and why we remain constructive on technology.