Jack Ginter Speaks with Institutional Investor on Callan Family Office’s Expanded Services
Callan Family Office’s expansion of family office services to both its own clients and single family offices was highlighted recently by Institutional Investor. In an interview, CEO Jack Ginter explained the firm’s rationale for offering financial administration: “What we see really clearly is that, whether it’s a large family or a single-family office, they often […]
Callan Family Office Expands Financial Administration Division to Support Ultra-High-Net-Worth Families and Other Single Family Offices
We are pleased to announce that Callan Family Office has broadened our capabilities with the expansion of our financial administration division. Financial administration services include bill pay, cash management, reconciliation, and customized reporting. Callan Family Office is making these and other services available to both its ultra-high-net-worth clients and to other single-family offices. The handling […]
Todd Neal Discusses What to Consider When Selling Your Business with Barron’s
There are more than 30 million small businesses in the U.S., and on any given day, the entrepreneurs behind some of them are handing over the keys to new owners. While the fantasy for those sellers is cashing the check and living happily ever after, the truth is that many will harbor regrets about how […]
Doug Evans Discusses Interest Rates and the Market Outlook with The Wall Street Journal
Recent market strength is prompting investors to reconsider hopes that the Federal Reserve will cut interest rates aggressively this year, which may have been too optimistic, according to our Chief Investment Officer Doug Evans, in a recent interview with The Wall Street Journal. “People were maybe too optimistic about how many are coming this […]
Dan Burke Shares Thoughts on How Family Offices Can Succeed for UHNW Clients in 2024
What does 2024 hold for family offices and their ultra-high-net-worth clients? To find out, Wealth Solutions Report spoke with several leading experts in the space, including our own Investment Partner Dan Burke. Family offices must steer their UHNW clients through uncertain market conditions and emerging macro risks, develop intergenerational client solutions fit for this […]
Callan Family Office Webinar Series: Private Credit: The Good, the Bad, and the Ugly
In our latest webinar, Callan Family Office Investment Partner Doug Getty is joined by Catherine Beard of Callan LLC to discuss the opportunities and headwinds facing the private credit market.
What Is Philanthropy Poised to Look Like in 2024? Betty Pettine Weighs In.
We know at Callan Family Office that, for our families, philanthropy is key. But it can be overwhelming to plan how to give and how to ensure a lasting legacy of impactful charity, given the many options and philanthropic vehicles. Our Director of Philanthropic Consulting, Betty Pettine, recently shared her thoughts on the outlook […]
What Are the Planning Issues for Blended Families? Amy Jucoski, Head of Legacy and Wealth Planning, Shares Her Thoughts with Barron’s
Financial and estate planning can be complicated under normal circumstances. Having a so-called blended family, or one that includes children from previous marriages, ups the ante. That’s where advisors have an important role to play. Amy Jucoski, Partner and Head of Legacy & Wealth Planning, shared her thoughts on considerations of planning in blended families […]
The Special Relationship Between Callan Family Office and Callan LLC
Callan Family Office’s clients have access to half a century’s worth of industry research, education, and sophisticated investment guidance from Callan LLC. Callan Family Office CEO Jack Ginter and Callan LLC CEO Greg Allen discuss the special relationship between the two independent companies and how that benefits the clients of both entities.
Callan Family Office Investment Management Partner Dan Burke Discusses Concerns in the Current Market Environment with Schwab Network
Our Investment Management Partner Dan Burke recently weighed in on the market’s recent performance and what opportunities exist in public and private markets in the current environment with Nicole Petallides of Schwab Network live at the Schwab IMPACT conference in Philadelphia. Watch Dan’s appearance on Schwab Network: Please watch Dan’s full interview with Schwab Network […]