Callan Family Office’s 4Q 2026 Tax Letter: The Tax Strategy Is Not New. Starting With the Exit Is.
Tax-aware long-short investing may represent a meaningful advancement in investment technology. Modern portfolio construction, large-scale computing, and continuous tax management can produce investment and tax results that would have been much more difficult to achieve even a decade ago. Technology, however, does not repeal the rules governing tax losses, and sophistication does not transform deferral […]
Callan Family Office Appoints Chuck Moore as Director of Data Solutions & Reporting
Callan Family Office today announced that Chuck Moore has joined the firm as Director of Data Solutions & Reporting. In this role, Moore leads the firm’s financial data ecosystem and reporting platform strategy across the Family Office Services & Advisory platform. He is responsible for ensuring the integrity, accuracy, and accessibility of client […]
Market Strategist RaeAnn Mitrione Discusses Markets and AI on Bloomberg Television
https://vimeo.com/1228959137 RaeAnn Mitrione, Market Strategist at Callan Family Office, joined Bloomberg Television to discuss the forces shaping today’s equity markets, including oil prices, inflation, interest rates and the evolving role of artificial intelligence. RaeAnn shared her perspective on how AI adoption could broaden beyond the technology sector and create opportunities for companies across industries to […]
Callan Family Office Webinar Series: What the Upcoming Midterms Could Mean for Your Wealth
https://vimeo.com/1227424054 The 2026 midterm elections are shaping up to be one of the most consequential political events of the coming year, with significant implications for tax policy, regulation, government spending, and the broader economic outlook. As investors seek to understand how shifting political dynamics could influence markets and portfolios, separating signal from noise has rarely […]
The Evolution of ETFs and What It Means for Active Managers
The Evolution of ETFs and What It Means for Active Managers 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 […]
Callan Family Office’s 3Q 2026 Investment Letter
The debate around artificial intelligence has become one of the most important questions facing investors today. Is AI an overhyped technology absorbing too much capital, or is it laying the foundation for the next great wave of economic productivity? In our third-quarter investor letter, The Erdős Problem, we explore how markets have wrestled with that […]
Venture Capital: How It Works and How to Assess It
Venture Capital: How It Works and How to Assess It 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 […]
Market Strategist RaeAnn Mitrione Talks About Broadening Equity Market Participation in Interview with Bloomberg Television
https://vimeo.com/1218938746?share=copy&fl=sv&fe=ci Callan Family Office Market Strategist RaeAnn Mitrione joined Bloomberg Television to discuss the broadening of equity market participation, opportunities beyond mega-cap technology stocks and the evolving AI investment landscape. RaeAnn also shared her perspective on small caps, portfolio diversification and how long-term investors can position portfolios amid changing market and economic conditions.
Callan Family Office Named to Financial Advisor Magazine’s 50 Fastest Growing RIAs and America’s Top RIAs Lists
We are pleased to announce that Callan Family Office was recognized on Financial Advisor Magazine’s 50 Fastest Growing RIAs and America’s Top RIAs lists for 2026. Callan Family Office is ranked #23 among the fastest-growing RIAs in the United States and #64 among the largest RIAs overall. FA’s RIA Ranking is an independent listing produced […]
Doug Evans Discusses the Nuanced Approach Needed for Emerging Markets with Chief Investment Officer Magazine
As more family offices become cautious with emerging markets, they need a more nuanced approach. In an interview with Chief Investment Officer, Douglas Evans, CIO at Callan Family Office, said he recommends investors underwrite governance, cost of capital and shareholder rights at the security level, rather than buying the beta. “Practically, that means […]