Callan Family Office Webinar Series: Wealth & Wellness: Optimizing Health to Support Longevity
Embracing small changes throughout life can lead to large gains as we embark upon our health journeys. But how do you navigate and implement these changes? Dr. Andrea Ilannuzzelli (“Dr. Andie”), an Assistant Professor of Medicine at the Regional Integrative Special Needs (RISN) Center, sat down for an informative conversation with Callan Family Office Partner […]
Crain Currency Asks Betty Pettine How Families Can Best Approach Strategic Philanthropy
A growing number of family offices are shifting away from traditional charity and embracing strategic philanthropy — an approach designed to create long-term, systemic change. Instead of simply donating to causes, they’re funding programs that build lasting solutions. The focus is moving beyond personal legacy or boardroom preferences to what truly benefits communities and […]
RaeAnn Mitrione Discusses New Tariffs’ Impact on the Markets with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she discussed how the recent tariffs are affecting the markets. Please watch RaeAnn’s complete CNBC interview here
How Is AI Being Used to Manage Wealth? Dan Burke Discusses Callan Family Office’s View with Barron’s.
How is artificial intelligence being put to work in the wealth management field? Our Chief Technology Officer and Investment Partner Dan Burke was asked for his thoughts by Barron’s and discussed our views on how AI can be deployed for ultra-high-net-worth families. Please read Dan’s complete Barron’s interview here (Subscription Required)
What’s Driving the Markets? Todd Rabold Speaks with Money FM
Todd Rabold, Investment Management Partner at the Callan Family Office, shares his insights on the latest market drivers on the back of Trump’s tariffs, Nvidia’s earnings beating expectations and its attractiveness to investors at this point, as well as sentiments surrounding AI, small caps and value stocks. Please listen to Todd’s complete interview here
Callan Family Office Partners with Foundation Source to Expand Access to Sophisticated Philanthropic Solutions
Callan Family Office has announced a partnership with Foundation Source, the nation’s largest provider of cloud-based charitable giving solutions, to enhance its philanthropic offerings. Through this partnership, Foundation Source will provide a ‘private label’ philanthropic platform that enables Callan Family Office advisors to streamline and improve overall management of clients’ charitable activities in lockstep with […]
RaeAnn Mitrione Talks Tariffs, Trade Wars, and the Consumer with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she addressed recent developments with tariffs. technology pressure, and the health of the U.S. consumer. Please watch RaeAnn’s complete CNBC interview here
Callan Family Office Webinar Series: Private Market Opportunities with Callan LLC
Private markets remain a powerful engine for growth and diversification, offering great opportunity for ultra-high-net-worth families. But how do you navigate the complexities of deal flow and performance to select the right investments? In our latest Callan Family Office webinar, Investment Management Partner Stephen Trempe discusses the outlook for private markets in 2025 with Pete […]
Callan Family Office CEO Jack Ginter Named to 2024 InvestmentNews Hot List for Second Year
Callan Family Office is pleased to announce that our Chief Executive Officer Jack Ginter has been named to the 2024 InvestmentNews Hot List of the top financial professionals in the United States. This is the second straight year Ginter has been honored for his work in leading Callan Family Office. Congratulations to Jack and to […]
Callan Family Office Wins Two 2024 ThinkAdvisor Luminaries Awards
We are thrilled to share that Callan Family Office has been honored with two awards from the 2024 ThinkAdvisor Luminaries. Our CEO Jack Ginter was named Executive of the Year, and our firm won the Innovation Award for our initiatives in bringing forward-thinking solutions to our clients. These awards are the result of the dedication, creativity, […]