Callan Family Office Webinar Series: How Difficult Is it for Emerging Managers to Succeed in the Current Venture Market?
In our latest webinar on the state of the venture capital industry, Callan Family Office Investment Partner Tom Raymond speaks with Roland Reynolds of Industry Ventures on the tougher environment for emerging venture managers.
Callan Family Office Webinar Series: Are Drops in Venture Capital Valuations Good News for Investors?
In our latest webinar on the state of the venture capital industry, Callan Family Office Investment Partner Tom Raymond speaks with Roland Reynolds of Industry Ventures on how the drop in valuations is helping investors in venture capital.
5 Top Planning Considerations for Shared Family Properties
Wealthy families usually find themselves managing a myriad of assets. Among these, shared family properties hold a special place. Those properties are often imbued with memories, history and intermingled finances, warranting careful consideration and planning. For many families, these include elements ranging from the emotional to the financial and include considerations around legal issues, succession […]
RaeAnn Mitrione on CNBC: With Rate Cuts on the Table, Yields Should Tick Down
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the busy week of economic data and its impact on the markets. Please watch RaeAnn’s complete CNBC interview here
Callan Family Office Named a Finalist in Two Categories in the 2024 WealthManagement.com Industry Awards
We are pleased to share that Callan Family Office has been named a Finalist in the WealthManagement.com 2024 Industry Awards for two categories. Callan Family Office was named a finalist in the Family Office Client Initiative category, while Jack Ginter, Callan Family Office’s Chief Executive Officer, is a finalist for Chief Executive Officer of […]
Callan Family Office Launches Business Advisory Practice to Serve Business Owners Through All Phases of their Company’s Lifecycle
We are pleased to share that Callan Family Office has launched a new offering focused on supporting business owners considering transacting or transitioning their businesses. The Business & Transaction Advisory Practice will be led by industry veterans Jeff Getty and Lisa Clifford. They educate owners on value optimization, exit option strategies, and value enhancement […]
Should Wealthy Clients Use Home Equity to Taxes? It Could Carry a Price.
Home equity is traditionally used for such familiar costs as home repair, education and debt consolidation, but wealthy clients have the option to use such assets to reduce taxes, advisors say. Such strategies, however, carry a price for any tax savings. There are other considerations, as well. Partner Todd Neal recently shared some of […]
RaeAnn Mitrione Provides Economic and Market Outlook in Interview with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the consumer, inflation, and the market’s record run. Please watch RaeAnn’s complete CNBC interview here
Do Growth Assets Still Have Room to Run? Doug Evans Discusses with Schwab Network
There’s still room for market growth this year, our Chief Investment Officer, Doug Evans, told Schwab Network. In his interview, Doug discusses the takeaways from economic data, the FOMC meeting and April jobs data. Then, Doug highlights our thinking around growth assets, including technology. Please watch Doug’s complete Schwab Network interview here
Jack Ginter Speaks with Asset TV About the Growth of Callan Family Office
What should ultra-high-net-worth clients expect from their family office partners? Our CEO Jack Ginter was interviewed by Asset TV about why we started Callan Family Office and what has driven our growth so far. Please watch Jack’s complete Asset TV interview here