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, […]
Callan Family Office Webinar Series: Outlook for U.S. Economy and Markets with Rick Rieder of BlackRock
Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, sat down for a conversation with Investment Management Partner Justin McKnight in our latest Callan Family Office webinar. One of the most respected voices in fixed income, Mr. Rieder shared his thoughts on navigating interest rates, fixed income opportunities, and what we should anticipate […]
RaeAnn Mitrione Discusses Rising Bond Yields and Current Market Conditions with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she addressed rising bond yields and their impact on inflation concerns. Please watch RaeAnn’s complete CNBC interview here
What Should Clients Consider in Year-End Charitable Giving?
Betty Pettine, managing director of philanthropic consulting, was recently asked to share her tips for year-end charitable giving. Among our advice: When making a sizable contribution to a charitable initiative, building a relationship with the beneficiary is crucial and often involves in-person site visits, as well as gathering testimonials or endorsements from credible sources familiar […]
RaeAnn Mitrione Tells Bloomberg News Why We Suggest Being Fully Invested
https://vimeo.com/1035289892 “Stay fully invested” is the key takeaway from RaeAnn Mitrione’s recent Bloomberg Radio appearance. Watch her interview to learn more about how the market is performing, what we are looking at as we head into 2025, and how we are positioning client portfolios.
Callan Family Office Webinar Series: Post-Election Tax Planning
With election day behind us, now is the time to focus on the impact it may have on your tax strategy. One question looms large for individuals and families alike: What will the future hold for tax laws, and how will these changes affect your financial decisions? In our latest Callan Family Office webinar, Managing […]