What are the Key Considerations for Long-Term Care? Amy Jucoski Speaks with InvestmentNews
All families need to plan for factors like planning for long-term care needs. Recently, Amy Jucoski, head of family office services & advisory at Callan Family Office, spoke with InvestmentNews on understanding and assessing costs and different risk factors. “Consider your preferences when budgeting such as your preferred lifestyle and whether you want to age […]
How is AI Changing Financial Advisory? Dan Burke Shares His Thoughts with WealthManagement.com
Chief Technology Officer and Investment Partner Dan Burke spoke with WealthManagement.com about how Callan Family Office views the impact of AI on practice management. “What we have seen AI do so far, it makes our best people even better,” said Burke. Please read Dan’s complete WealthManagement.com interview here
How Should Advisors Approach Private Market Diligence? Britt Whitfield Speaks with InvestmentNews
What are the skills necessary to properly diligence alternative assets? Investment Partner Britt Whitfield was interviewed recently by Investment News, discussing the care advisors need to take when it comes to private markets. “Private capital commitments are typically called and invested over multiple calendar years, which requires careful research, pacing plans, and monitoring to manage […]
What’s the Near-Term Outlook? RaeAnn Mitrione Shares Her Thoughts with Yahoo Finance
Market Strategist RaeAnn Mitrione joined Yahoo Finance recently to discuss monetary strategy, our view of AI and big tech, and the emerging opportunities in small caps.
Market Strategist RaeAnn Mitrione Tells CNBC a Rate Cut Will be Supportive for the Market
Callan Family Office Market Strategist RaeAnn Mitrione joined Worldwide Exchange to discuss sees our views on a coming Fed rate cut, mega-cap technology stocks, and the expectation for small caps to gain as markets broaden. Please watch RaeAnn’s complete CNBC interview here
Callan Family Office’s Tax Overlay Program Wins Best Client Initiative in the 2025 WealthManagement.com Industry Awards
We are pleased to share that Callan Family Office has won the Best Client Initiative in the Family Office category for the WealthManagement.com 2025 Industry Awards. The award focused on the launch of Callan Family Office’s Tax Overlay program, which empowers the firm’s investment partners to make personalized, tax-aware trading decisions in client portfolios. By […]
How Does Callan Family Office Utilize AI? Dan Burke Speaks with Investment News
How have the partners at Callan Family Office incorporated artificial intelligence into our practice? Chief Technology Officer Dan Burke was interviewed recently by Investment News, discussing how AI is helping in advisor productivity and firm-wide operational efficiency. “Our technology and innovation team is using AI to rapidly design and test new business applications with front office […]
Chief Tax Strategist Jeff Getty Shares What We Can Learn from the Most Iconic Estate Plans with Financial Advisor Magazine
In estate and tax planning, certain names transcend their celebrity or fortune and come to define the very strategies they deployed. These individuals and families did not merely follow the rules; they reshaped them. Their approaches have become professional shorthand: the Walton GRAT, the Jackie O. CLAT, the Newman Foundation. Each represents not just a […]
Moving Overseas? Amy Jucoski Discusses Tax Considerations with Investopedia
Many people consider moving overseas after retirement, but ultra-wealthy families should be aware of the tax implications. Our Head of Family Office Services & Advisory Amy Jucoski was recently interviewed by Investopedia about some of the considerations families face when leaving the country to retire. Please read Amy’s full Investopedia interview here
Market Strategist RaeAnn Mitrione Talks Chips and Tech in Latest CNBC Interview
Callan Family Office Market Strategist RaeAnn Mitrione joined Worldwide Exchange to discuss how tech and chips, led by AI, are powering markets. Please watch RaeAnn’s complete CNBC interview here