How Does Callan Family Office Utilize AI? Dan Burke Speaks with Investment News
How have the partners at Callan Family Office incorporated artificial intelligence into our practice? Chief Technology Officer Dan Burke was interviewed recently by Investment News, discussing how AI is helping in advisor productivity and firm-wide operational efficiency. “Our technology and innovation team is using AI to rapidly design and test new business applications with front office […]
Chief Tax Strategist Jeff Getty Shares What We Can Learn from the Most Iconic Estate Plans with Financial Advisor Magazine
In estate and tax planning, certain names transcend their celebrity or fortune and come to define the very strategies they deployed. These individuals and families did not merely follow the rules; they reshaped them. Their approaches have become professional shorthand: the Walton GRAT, the Jackie O. CLAT, the Newman Foundation. Each represents not just a […]
Moving Overseas? Amy Jucoski Discusses Tax Considerations with Investopedia
Many people consider moving overseas after retirement, but ultra-wealthy families should be aware of the tax implications. Our Head of Family Office Services & Advisory Amy Jucoski was recently interviewed by Investopedia about some of the considerations families face when leaving the country to retire. Please read Amy’s full Investopedia interview here
Market Strategist RaeAnn Mitrione Talks Chips and Tech in Latest CNBC Interview
Callan Family Office Market Strategist RaeAnn Mitrione joined Worldwide Exchange to discuss how tech and chips, led by AI, are powering markets. Please watch RaeAnn’s complete CNBC interview here
Todd Rabold Tells Money FM How Deregulation Could be the Next Catalyst for the Markets
In an interview with Money FM, Todd Rabold, Investment Management Partner at Callan Family Office, discusses how the Trump administration will focus on deregulation once the tariff discussions are completed. He expects financial, energy and technology companies to be among the beneficiaries. Please listen to Todd’s complete interview here
Market Strategist RaeAnn Mitrione Discusses UHNW Portfolio Needs with Bloomberg News
Our Market Strategist and Investment Partner RaeAnn Mitrione joined Bloomberg Radio recently to discuss how ultra-high-net-worth investors are allocating their money in the current market.
Tom Raymond on Schwab Network: Why GOOGL, NVDA are Still Undervalued
Callan Family Office Investment Partner Tom Raymond joined Schwab Network to discuss why AI is so important for the tech sector. He breaks down how Alphabet (GOOGL) is implementing AI across diverse business segments, including Waymo’s self-driving cars and YouTube’s algorithm, as well as increased Google Cloud revenue. Thomas argues GOOGL is still underappreciated: “This […]
Avoiding the Phantom Tax Trap in Complex Private Investments
Phantom income refers to tax liabilities that arise from investment gains allocated to an investor but never received in cash. It is a recurring challenge for ultra-high-net-worth families, particularly those with exposure to private equity, hedge funds, private credit, and carried interest structures. If unaddressed, phantom income can disrupt liquidity, trigger unplanned asset sales, and […]
RaeAnn Mitrione Tells CNBC Why the Fed Needs More Data Before Moving on Rates
RaeAnn Mitrione, Investment Management Partner at Callan Family Office, joined CNBC to discuss to discuss Fed signals, tech stock risks, tariffs, and private market opportunities. Please watch RaeAnn’s complete CNBC interview here
What to Make of Nvidia? Our Tom Raymond Weighs in to Investment News
Nvidia is back and not just in China. Shares of the AI chipmaker/market bellwether have officially doubled since bottoming out after President Donald Trump’s “Liberation Day” tariff announcement in April. So what are wealth managers supposed to do with the stock now? Investment Partner Tom Raymond shared his thoughts with Investment News recently. Please read […]