Callan Family Office and Insights Squared Consulting Group Announce Unique Collaboration to Launch Endure, a Proprietary Family Governance and Education Program for Ultra-High-Net-Worth Clients
We are pleased to announce an exclusive partnership with family wealth consulting firm Insights Squared Consulting Group to launch Endure, a proprietary family governance and education program for individuals, couples and families served by the firm. Endure offers a dedicated and highly experienced team of consultants to advise ultra-high-net-worth families on strategies and practices that […]
What Type of Limited Liability Entity Is Right for You?
We are frequently asked by families what the best option is to establish a limited liability entity while also consolidating family investments or business assets. The answer is, it depends. However, it’s essential to assess the details and comprehend the impact of each structure. Our Planning Partners Amy Jucoski and Todd Neal discussed the considerations […]
Callan Family Office Webinar Series: The Outlook for Digital Assets
Our Chief Investment Officer Doug Evans spoke with Christine Moy of Apollo Global about the outlook for digital assets and how investors should think about this asset class.
Callan Family Office Named to the 2023 Forbes/SHOOK List of America’s Top RIA Firms
We are pleased to share that our firm has been named to the 2023 Forbes/SHOOK list of America’s Top RIA Firms. Callan Family Office’s approach to serving ultra-high-net-worth families was recognized by Forbes as a Top RIA firm as we approach our second anniversary as a truly independent firm. When we founded Callan Family Office, […]
3Q23 Quarterly Investment Letter
On September 3rd, 1997, Peter Lynch took to the podium to share his investment insights. The words of the luminary and former manager of the Fidelity Magellan Fund carry weight with eye-catching returns that doubled the S&P 500 during his tenure from 1977 to 1990. His key message was, “There is always something to […]
How Should the Wealthiest Families Be Supported? Dan Burke Talks to ThinkAdvisor
As advisors to ultra-high-net-worth investors, we must use our experience and tech stack to meet clients’ expectations. As with all obstacles, the challenge itself makes us better, and advisors who take on the technology gap that exists for the wealthiest families will be positioned to bring together high tech and high touch to best serve […]
Callan Family Office Investment Management Partner RaeAnn Mitrione Discusses the Current Market Environment with Schwab Network
Our Investment Management Partner RaeAnn Mitrione recently weighed in on the market’s recent pullback and what opportunities exist in public and private markets in the current environment with Nicole Petallides of Schwab Network. Watch her appearance on Schwab Network: Please watch RaeAnn’s full interview with Schwab Network here
Callan Family Office Perspective: Key Rates Rise, and the Effect on Housing Is Clear
Our Chief Investment Officer Doug Evans breaks down this year’s moves in key rates and how those have affected housing and mortgages.
Crain Currency Interviews Thomas Raymond Jr. on Investment Opportunities in AI
The dot-com era’s investor sentiment in the late 1990s, marked by enthusiasm and subsequent crashes, set the stage for established giants such as Amazon, Google and Salesforce. Drawing parallels, family office investors note similar trends within today’s AI bubble. Their consensus is that, beyond the hype, artificial intelligence holds tangible potential. Just as the […]
Independent Advice, Investment Management, and Philanthropy with Callan Family Office
Our CEO Jack Ginter, Investment Management Partner Doug Getty, and Director of Philanthropic Consulting Betty Pettine recently spoke with David Warren from Bridgeford Trust about what Callan Family Office brings to the industry and how far the organization has come since inception of February 2022. Please listen to our team’s full interview on the Bridgeford Trust podcast here