Jeff Getty Tells InvestmentNews How to Avoid the Biggest Mistakes for Business Owners Before a Liquidity Event
Sticking the landing is not just vital for gymnastics routines, it’s paramount for liquidity events too. And that’s why advisors say the years leading up to the sale or succession of a business require huge preparation, especially when it comes to tax planning, to reduce the possibility of stumbling when it comes time to dismount. Jeff Getty, […]
Callan Family Office Appoints George Burnette as Director of Philanthropic Consulting & Wealth
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 George Burnette, JD, CFP®, ATFA, TEP has joined the firm as Director of Philanthropic Consulting & Wealth. In this role, Burnette will advise individuals, families, and family enterprises on the increasingly complex relationship […]
Market Strategist RaeAnn Mitrione Speaks with Bloomberg Television About Earnings, AI, and Market Momentum
https://vimeo.com/manage/videos/1197770931?ts=1368 Market Strategist RaeAnn Mitrione joined Bloomberg Television to discuss market valuations, AI-related investment trends, consumer spending, and the economic factors shaping opportunities and risks for investors.
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. In 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 […]