Jack Ginter Talks About Callan Family Office’s Mission on AssetTV’s Meet the RIA
Callan Family Office CEO Jack Ginter joined AssetTV to discuss how the firm is redefining wealth management through an independent, partner-led model, a fully integrated approach to client service, and a commitment to open architecture and institutional-quality research. He also shares how the firm’s core values—collaboration, listening, and doing what’s right—shape the client experience and […]
Callan Family Office Webinar Series: Building Resilient Private Market Portfolios for Ultra-High-Net-Worth Investors with Callan LLC
https://vimeo.com/1195840884?share=copy&fl=sv&fe=ci Private markets continue to play an increasingly important role in portfolios for ultra-high-net-worth investors, but as the opportunity set expands, so does the complexity. JIn our latest Callan Family Office webinar, Doug Getty, Investment Partner at Callan Family Office, and Pete Keliuotis, Executive Vice President and Head of the Alternatives Consulting Group at Callan […]
How the Exclusive Relationship Between Callan Family Office and Callan LLC Can Give Single Family Offices an Edge
How the Exclusive Relationship Between Callan Family Office and Callan LLC Can Give Single Family Offices an Edge By John B. Magevney, CFP®, Founding Partner For ultra‑high‑net‑worth families, access to institutional‑grade insight has traditionally required institutional‑scale assets or relationships with large pension funds, endowments, and foundations. One of the most distinctive aspects of the Callan […]
Market Strategist RaeAnn Mitrione Discusses the AI Trade & Sector Leadership Trends with Schwab Network
Callan Family Office Market Strategist and Investment Partner RaeAnn Mitrione joined Schwab Network recently, saying she believes “there’s more room to run” in the current market rally. She believes the returns could be “broad based” amongst various sectors of the market but notes recent leadership from the technology sector based in part on the […]
Todd Rabold Breaks Down Worldwide Markets and Tech on Money FM’s Biz Report Podcast
Asian markets are hitting record highs, fueled by a potent mix of easing geopolitical tensions and an unstoppable AI hardware boom. However, while semiconductor and hardware manufacturers are cashing in, a storm is brewing in the software sector. Todd Rabold, Investment Management Partner at Callan Family Office, breaks down the global macro setup and reveal […]
Doug Evans Joins the How I Invest Podcast to Discuss the Needs of UHNW Families
What if the most sophisticated investors aren’t chasing the next “hot” trade, but instead compounding wealth through discipline, patience, and structure? In his interview on How I Invest with David Weisburd, Chief Investment Officer Douglas Evans shares how our team at Callan Family Office approaches private markets with an institutional mindset, focusing on capital pacing, […]
Todd Rabold Tells InvestmentNews What Markets are Expecting from the Iran Ceasefire
The two-week Iran war ceasefire, which was dealt a blow with the closure of the Strait of Hormuz Wednesday, is nonetheless sending stocks, gold and Bitcoin higher. On the flip side, the peace deal, however temporary, is pushing oil, volatility (VIX) and the 10-year Treasury yield lower. So what happens tomorrow, the day […]
WealthTech Today Podcast: Jack Ginter Talks About Building the Digital Desktop for Ultra-High-Net-Worth Families
Our CEO Jack Ginter recently sat down with Ezra Group’s Craig Iskowitz to discuss the considerations our team followed in building the technology behind Callan Family Office. Click here to download the complete podcast. Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office
Market Strategist RaeAnn Mitrione Joins Bloomberg Television to Discuss Geopolitical Impact on the Markets
Market Strategist RaeAnn Mitrione joined Bloomberg Television to share perspective on rising geopolitical tensions, oil price volatility, and their potential ripple effects across the global economy. While acknowledging increasing risks, RaeAnn offers a measured, long-term vie highlighting the U.S.’s relative resilience as a net energy exporter and emphasizing the importance of staying disciplined amid market […]
Clarity Family Offices Joins Callan Family Office
Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments across the United States, today announced that the team from Clarity Family Offices, a family wealth consulting firm known for its sophisticated, bespoke advisory services for affluent families and single family offices, has joined the firm. The move strengthens Callan […]