Callan Family Office Announces Strategic Partnership with Vanilla to Advance Estate Planning for Ultra-High-Net-Worth Families
Callan Family Office today announced a strategic partnership with Vanilla, combining Callan Family Office’s decades of experience serving ultra-high-net-worth families with Vanilla’s leading estate planning technology platform. As family wealth becomes increasingly complex, estate planning technology must evolve alongside it. Many of today’s tools were built for traditional wealth planning, while ultra-high-net-worth families often […]
George Burnette Speaks with InvestmentNews How to Guide Newly Widowed Clients
When a client loses a spouse, the emotional weight of grief and the pressure of immediate financial decisions can collide in ways that make planning sound nearly impossible. For financial advisors and wealth managers, the first weeks after a client’s loss are less about portfolio strategy and more about providing steady, empathetic guidance. Among […]
Callan Family Office Named to Inaugural CNBC Elite Advisors List, Recognizing the Nation’s Leading Ultra-High-Net-Worth Advisory Firms
Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments, today announced it has been named to the first-ever CNBC Elite Advisors list. The inaugural recognition identifies 25 independent advisory firms across the United States that specialize in serving ultra-high-net-worth individuals, families, and family offices with investable assets of […]
Callan Family Office Named a Finalist in the 2026 Wealth Management Industry Awards for Chief Technology Officer of the Year
Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments across the United States, today announced it has been named a finalist in the 2026 Wealth Management Industry Awards (“the Wealthies”) in the Chief Technology Officer of the Year category, recognizing Dan Burke, Chief Technology Officer and Founding Partner. […]
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 […]