What are the Top Considerations in Tax-Loss Harvesting? Dan Burke Talks to Financial Advisor Magazine
Earlier this year, the markets gave investors a high-stakes window of volatility to manage. Tariff headlines triggered a double-digit drop in the S&P 500 before quickly snapping back. For many advisors, the speed and scale of the drawdown made effective tax-loss harvesting nearly impossible. For those equipped with real-time execution and household-level coordination, however, it […]
What are the Best Trusts in a Higher Rate Environment? Jeff Getty Talks to ThinkAdvisor
As interest rates rise and market volatility lingers, many estate planning strategies that once thrived in a low-rate environment are being prematurely discarded. But one tool should not be tossed aside: The grantor retained annuity trust remains a valuable and underused strategy — even with higher interest rates. Over the past two decades, some of […]
Todd Rabold Discusses How Investors Should be Positioned in the Current Market with Money FM
In an interview with Money FM, Todd Rabold, Investment Management Partner at Callan Family Office, discusses the passing of President Donald Trump’s Big Beautiful Bill in the Senate and next steps; Fed Chair Jerome Powell’s comments at the ECB forum; expectations for the upcoming nonfarm payrolls report and its potential implications for future Fed interest rate […]
How Callan Family Office Created a New Approach to Tax-Aware Investment Decisions
At Callan Family Office, we’ve advised ultra-high-net-worth families for decades and have seen how much value can be gained through tax-aware decision-making. These families often face a level of complexity that off-the-shelf solutions weren’t built to handle. Yet many wealth managers lack the tools or infrastructure to manage taxes effectively. As a result, portfolio rebalancing […]
Tom Raymond Discusses Our View of Global Market Opportunities in an Interview with Citywire
As questions grow over the longevity of US market dominance, investors are exploring new frontiers. Recently, our Investment Partner Tom Raymond spoke with Citywire on our thinking about international investments and broader diversification. You can read Tom’s complete Citywire interview here.
Callan Family Office Named a Finalist in Four Categories in the 2025 WealthManagement.com Industry Awards
We are pleased to share that Callan Family Office has been named a Finalist in the WealthManagement.com 2025 Industry Awards for four categories. Callan Family Office was named a finalist in the Family Office and RIA Client Initiative categories, both recognizing its innovative Tax Overlay program. Additionally, Jack Ginter is a finalist for Chief […]
Todd Rabold Discusses the U.S. Economy’s Strong May Showing with Money FM
In an interview with Money FM, Todd Rabold, Investment Management Partner at the Callan Family Office, discusses the main highlights from the economy’s stellar performance in May, whether the OECD’s slashed growth forecasts may throw a spanner in the works and why much of the concern around Trump tariffs has largely dissipated. Please listen to […]
Callan Family Office Webinar Series: Transforming Healthcare, with Patient Square
The healthcare sector is on the cusp of a transformative decade driven by innovation in therapeutics, an aging global population, and rapid advancements in life sciences. For investors, this presents a rare window to participate in private market opportunities that also deliver meaningful impact. In the latest Callan Family Office webinar, Jim Momtazee, Managing Partner […]
Tom Raymond on Schwab Network: Don’t Count Out the American Ethos
Callan Family Office Investment Partner Tom Raymond joined Schwab Network to map out reasons behind our bullish stance on the U.S. market, despite recent volatility. Tom cited the “American ethos” and competitive spirit driving innovation, pointing to Amazon as a prime example with its entry into the low-orbit satellite space. Please watch Tom’s complete Schwab […]
Are UHNW Families Cutting Discretionary Spending? Our Jeff Erickson Weighs in to Investment News
Investment News recently looked at weak earnings from luxury brands, and asked financial advisors whether clients are cutting back. Managing Director Jeff Erickson weighed in, saying our point of view is that our clients have not meaningfully cut back yet. Please read Jeff’s Investment News interview here