Callan Family Office Installs SUBSCRIBE to Scale Private Fund Investment Operations
Callan Family Office announced today it has installed SUBSCRIBE, a leading operating system for alternative investments to scale our private fund investment operations for the many ultra-high-net-worth families we serve. “SUBSCRIBE empowers Callan Family Office’s investment partners to digitally implement alternative investments in client portfolios in a more seamless way,” said Douglas Evans, Founding Partner […]
Callan Family Office Webinar Series: Navigating Policy, Politics, and the Economy with Schwab’s Michael Townsend
Unexpected tariff announcements, government shutdowns, drama at the Fed –There is never a dull moment when it comes to the political environment today, and investors and advisors alike are wondering: What is next? In our latest Callan Family Office webinar, Senior Wealth Planner Austin Warner is joined by Charles Schwab’s Washington Insider, Michael Townsend, for an […]
What are the Key Considerations for Long-Term Care? Amy Jucoski Speaks with InvestmentNews
All families need to plan for factors like planning for long-term care needs. Recently, Amy Jucoski, head of family office services & advisory at Callan Family Office, spoke with InvestmentNews on understanding and assessing costs and different risk factors. “Consider your preferences when budgeting such as your preferred lifestyle and whether you want to age […]
The WealthStack Podcast: Inside the CTO Mindset at a Modern Family Office with Dan Burke
WealthManagement.com WealthStack podcast host Shannon Rosic speaks with Dan Burke, CFA, chief technology officer and founding partner at Callan Family Office, about how CTOs balance innovation with risk, build client-driven tech roadmaps, and why reporting and data remain the backbone of digital transformation in wealth management.
How is AI Changing Financial Advisory? Dan Burke Shares His Thoughts with WealthManagement.com
Chief Technology Officer and Investment Partner Dan Burke spoke with WealthManagement.com about how Callan Family Office views the impact of AI on practice management. “What we have seen AI do so far, it makes our best people even better,” said Burke. Please read Dan’s complete WealthManagement.com interview here
How Should Advisors Approach Private Market Diligence? Britt Whitfield Speaks with InvestmentNews
What are the skills necessary to properly diligence alternative assets? Investment Partner Britt Whitfield was interviewed recently by Investment News, discussing the care advisors need to take when it comes to private markets. “Private capital commitments are typically called and invested over multiple calendar years, which requires careful research, pacing plans, and monitoring to manage […]
Callan Family Office Webinar Series: Innovation Doesn’t Recognize the Economic Cycle, with Cota Capital
Innovation doesn’t pause for market cycles. While the past few years have been marked by volatility, the technology sector has entered one of the largest super cycles in history driven by AI, infrastructure buildouts, and accelerating adoption across industries. Bobby Yazdani, Founder and Managing Partner of Cota Capital, sits down with Callan Family Office Chief […]
What’s the Near-Term Outlook? RaeAnn Mitrione Shares Her Thoughts with Yahoo Finance
Market Strategist RaeAnn Mitrione joined Yahoo Finance recently to discuss monetary strategy, our view of AI and big tech, and the emerging opportunities in small caps.
Market Strategist RaeAnn Mitrione Tells CNBC a Rate Cut Will be Supportive for the Market
Callan Family Office Market Strategist RaeAnn Mitrione joined Worldwide Exchange to discuss sees our views on a coming Fed rate cut, mega-cap technology stocks, and the expectation for small caps to gain as markets broaden. Please watch RaeAnn’s complete CNBC interview here
Callan Family Office’s Tax Overlay Program Wins Best Client Initiative in the 2025 WealthManagement.com Industry Awards
We are pleased to share that Callan Family Office has won the Best Client Initiative in the Family Office category for the WealthManagement.com 2025 Industry Awards. The award focused on the launch of Callan Family Office’s Tax Overlay program, which empowers the firm’s investment partners to make personalized, tax-aware trading decisions in client portfolios. By […]