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 […]
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 […]