Callan Family Office Names Jeff Getty Chief Tax Strategist
Callan Family Office has announced that it has named Jeff Getty as Chief Tax Strategist. In this new role, Getty will oversee firm‑wide research and strategy on complex income, transfer and international tax issues for ultra‑high‑net‑worth families, closely held businesses and private investment firms. “For ultra-high-net-worth families, every decision they make carries significant tax implications, […]
RaeAnn Mitrione Tells CNBC the Worst May be Behind the Markets
RaeAnn Mitrione, Investment Management Partner at Callan Family Office joined CNBC to discuss the how investors continue to be uncertain and cautious, though the potential for trade deals suggests that the worst may be over for the markets. Please watch RaeAnn’s complete CNBC interview here
Jack Ginter Discusses Callan Family Office’s Journey and Mission with Smart Money Circle
Callan Family Office Investment CEO Jack Ginter joined the Smart Money Circle podcast to tell the story of how Callan Family Office has grown in the three years as an independent investment firm for ultra-high-net-worth families.
Reuters Speaks to Todd Rabold on the First 100 Days of the Administration
A bruising rollercoaster ride for markets in the first 100 days of the Trump administration has seen some investors move away from American assets, but it remains to be seen whether policies have caused a sustained shift away from the United States. Investment Partner Todd Rabold recently spoke with Reuters on what the first 100 […]
Tom Raymond: Why We are Skeptical of the ‘Sell America’ Trade
There’s now a market premium on patriotism wealth managers and their clients need to contend with and it’s called the “sell America trade.” Or maybe not. The sell America trade, to offer the best definition possible, is when investors unload their US assets en masse in favor of foreign markets or geopolitically neutral safe havens like gold. Such […]
Investment News: Financial Advisors Soothing Frayed Client Nerves as Fear Index Rises
It is difficult to predict markets, and this past month’s gyrations have caused many clients to express concerns. Investment Partner Joe Rorke recently spoke with Investment News on we view the current environment as an opportunity. Please read Joe’s complete Investment News interview here
Jeff Getty on the Benefits of QSBS for Private Equity and Venture Capital
Qualified Small Business Stock is a crucial element of U.S. tax policy aimed at fostering entrepreneurship and stimulating investment in startups. By offering significant tax incentives to investors and entrepreneurs alike, QSBS embodies the belief that small businesses are the backbone of our economy. It not only encourages entrepreneurs to take the leap into business […]
Todd Rabold Discusses Safe Havens Amid the Global Tariff Banter with Money FM
In an interview with Money FM, Todd Rabold, Investment Management Partner at the Callan Family Office, shares his insights on the topsy-turvy market movements in recent days and whether traditional safe havens like US Treasuries and the dollar are losing their appeal in light of President Trump’s new tariffs. He also weighs in on consumer […]
RaeAnn Mitrione Tells Bloomberg There are Opportunities Amid this Current Market Volatility
Callan Family Office Investment Partner RaeAnn Mitrione joined Bloomberg Television recently, where she discussed how Callan Family Office has been positioning client portfolios and responding to the current market environment.
Clients Deserve More Communication in Volatile Markets, Todd Rabold Tells WealthManagement.com
Investment Partner Todd Rabold spoke with WealthManagement.com about how Callan Family Office increases its communication with clients and partners during times of market volatility. “We regularly review cash needs and strategic asset allocation targets and discuss the risks and opportunities of the current market,” Todd said. “Periods of volatility can be uncomfortable for investors, particularly […]