Callan Family Office Launches Tax Overlay Management Program for Ultra-High-Net-Worth Clients
We are pleased to share that Callan Family Office has launched a technology-enabled Tax Overlay Management Program developed to maximize after-tax returns for wealthy families. The program empowers Callan Family Office’s investment partners to make personalized, tax-aware trading decisions in client portfolios instead of outsourcing portfolio implementation to third-party asset managers with a partial view […]
Will Business Owners who Benefit from Pass-Through Tax Breaks Face More Tax Scrutiny?
A flow-through or pass-through business funnels income straight to its owners, shareholders or investors so only these individuals and not the entity are taxed on the revenues. The IRS has indicated that it may take harder look at these business structures. Jeff Getty, managing director for business and transaction advisory with Callan Family Office, spoke […]
How Fixed Income is Playing a Role in Allocations and Returns for Balanced Clients
One of the biggest risk clients face is having to sell assets into a distressed market. A highly individualized allocation to fixed income can minimize this. Recently, our Investment Partner Tom Raymond spoke with Citywire on how we view the asset class for both offense and defense. You can read Tom’s complete Citywire interview here.
Callan Family Office Named to the 2024 Forbes/SHOOK List of America’s Top RIA Firms
For the second straight year, Forbes/SHOOK has recognized Callan Family Office for its success in managing the complex needs of ultra-high-net-worth clients on its list of Top RIA Firms. We are thankful to our team and our clients for this recognition. You can view our recent press release here.
RaeAnn Mitrione Talks Current Market Conditions Investors Should Watch on CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she highlighted rising bond yields, underperforming small caps, and the potential of dividend stocks as rates drop. Please watch RaeAnn’s complete CNBC interview here
RaeAnn Mitrione on Schwab Network Discusses the Rotation from Big Tech to Small Caps
Callan Family Office Investment Partner RaeAnn Mitrione joined Schwab Network to discuss how, in the current market environment, we are leaning into the rotation from big tech to small caps. Please watch RaeAnn’s complete Schwab Network interview here
Tax Implications of Disaster-Related Insurance Claims for Wealthy Families
As wildfires, hurricanes and other natural disasters continue to grab headlines, families should be aware of tax relief and insurance breaks they might be entitled to if they lose property to a disaster. Our Managing Director of Financial Administration Cindy Chase was recently interviewed by Financial Advisor Magazine about considerations wealthy families need to have […]
How Should Investors View the Magnificent 7? Doug Evans Shares Our Thinking with Barron’s.
How long will the success story of the Magnificent Seven stocks last? Our Chief Investment Officer Doug Evans was asked for this thoughts by Barron’s and discussed our outlook for technology as a sector. Please read Doug’s complete Barron’s interview here (Subscription Required)
RaeAnn Mitrione Joins Bloomberg Surveillance to Discuss Our Approach to Ultra-High-Net-Worth Families
Doug Evans Joins Nasdaq TradeTalks to Discuss The Fed’s Recent Rate Cuts and the Markets
Our Chief Investment Officer Doug Evans recently joined Jill Malandrino on Nasdaq TradeTalks to discuss what the Fed’s move to cut rates implies for near- and long-term monetary policy and how investors should be positioned through Q4. Please view Doug’s complete interview on Nasdaq Trade Talks here.