Callan Family Office Appoints Chuck Moore as Director of Data Solutions & Reporting
Callan Family Office today announced that Chuck Moore has joined the firm as Director of Data Solutions & Reporting. In this role, Moore leads the firm’s financial data ecosystem and reporting platform strategy across the Family Office Services & Advisory platform. He is responsible for ensuring the integrity, accuracy, and accessibility of client […]
Market Strategist RaeAnn Mitrione Discusses Markets and AI on Bloomberg Television
https://vimeo.com/1228959137 RaeAnn Mitrione, Market Strategist at Callan Family Office, joined Bloomberg Television to discuss the forces shaping today’s equity markets, including oil prices, inflation, interest rates and the evolving role of artificial intelligence. RaeAnn shared her perspective on how AI adoption could broaden beyond the technology sector and create opportunities for companies across industries to […]
Callan Family Office Webinar Series: What the Upcoming Midterms Could Mean for Your Wealth
https://vimeo.com/1227424054 The 2026 midterm elections are shaping up to be one of the most consequential political events of the coming year, with significant implications for tax policy, regulation, government spending, and the broader economic outlook. As investors seek to understand how shifting political dynamics could influence markets and portfolios, separating signal from noise has rarely […]
Market Strategist RaeAnn Mitrione Talks About Broadening Equity Market Participation in Interview with Bloomberg Television
https://vimeo.com/1218938746?share=copy&fl=sv&fe=ci Callan Family Office Market Strategist RaeAnn Mitrione joined Bloomberg Television to discuss the broadening of equity market participation, opportunities beyond mega-cap technology stocks and the evolving AI investment landscape. RaeAnn also shared her perspective on small caps, portfolio diversification and how long-term investors can position portfolios amid changing market and economic conditions.
Callan Family Office Named to Financial Advisor Magazine’s 50 Fastest Growing RIAs and America’s Top RIAs Lists
We are pleased to announce that Callan Family Office was recognized on Financial Advisor Magazine’s 50 Fastest Growing RIAs and America’s Top RIAs lists for 2026. Callan Family Office is ranked #23 among the fastest-growing RIAs in the United States and #64 among the largest RIAs overall. FA’s RIA Ranking is an independent listing produced […]
Doug Evans Discusses the Nuanced Approach Needed for Emerging Markets with Chief Investment Officer Magazine
As more family offices become cautious with emerging markets, they need a more nuanced approach. In an interview with Chief Investment Officer, Douglas Evans, CIO at Callan Family Office, said he recommends investors underwrite governance, cost of capital and shareholder rights at the security level, rather than buying the beta. “Practically, that means […]
How the Charity Parity Act Could Be a Gamechanger
When wealthy families think about charitable planning, the conversation typically centers on appreciated securities, donor-advised funds, private foundations, or charitable trusts. Rarely does it begin with a 401(k). As George Burnette, JD, CFP®, ATFA, TEP, our Director of Philanthropic Consulting & Wealth explained in a recent piece he wrote for Rethinking65, that may soon […]
Investment Partner Tom Raymond Explains How Productivity is Transforming the Markets in Schwab Network Interview
Callan Family Office Investment Partner Tom Raymond joined Schwab Network recently, discussing how AI-driven productivity gains and innovation could help keep inflation in check. He examined the implications for Fed policy and why technological advances may be a powerful disinflationary force. Please watch Tom’s complete Schwab Network interview here
Todd Rabold Discusses AI and Tech Valuations on Money 89.3’s Business Report
Todd Rabold, Investment Management Partner at Callan Family Office, examines growing investor anxiety around massive artificial intelligence spending and mega cap valuations. He explores how a hawkish Federal Reserve and energy market volatility impact broader economic growth. Plus, he highlights where investors can find shelter in value stocks and small caps during this market rotation. […]
Arne Boudewyn Discusses with InvestmentNews How Elder Care is a Governance Priority
Arne Boudewyn, family governance and education advisor at Callan Family Office, recently spoke with InvestmentNews about how the most effective protection against elder financial exploitation begins before there are any concerns about diminished capacity. Practical safeguards — trusted contacts, clearly defined decision-making authorities, periodic reviews of estate documents, coordinated oversight among advisors — are […]