How Should the Wealthiest Families Be Supported? Dan Burke Talks to ThinkAdvisor
As advisors to ultra-high-net-worth investors, we must use our experience and tech stack to meet clients’ expectations. As with all obstacles, the challenge itself makes us better, and advisors who take on the technology gap that exists for the wealthiest families will be positioned to bring together high tech and high touch to best serve […]
Callan Family Office Investment Management Partner RaeAnn Mitrione Discusses the Current Market Environment with Schwab Network
Our Investment Management Partner RaeAnn Mitrione recently weighed in on the market’s recent pullback and what opportunities exist in public and private markets in the current environment with Nicole Petallides of Schwab Network. Watch her appearance on Schwab Network: Please watch RaeAnn’s full interview with Schwab Network here
Crain Currency Interviews Thomas Raymond Jr. on Investment Opportunities in AI
The dot-com era’s investor sentiment in the late 1990s, marked by enthusiasm and subsequent crashes, set the stage for established giants such as Amazon, Google and Salesforce. Drawing parallels, family office investors note similar trends within today’s AI bubble. Their consensus is that, beyond the hype, artificial intelligence holds tangible potential. Just as the […]
Independent Advice, Investment Management, and Philanthropy with Callan Family Office
Our CEO Jack Ginter, Investment Management Partner Doug Getty, and Director of Philanthropic Consulting Betty Pettine recently spoke with David Warren from Bridgeford Trust about what Callan Family Office brings to the industry and how far the organization has come since inception of February 2022. Please listen to our team’s full interview on the Bridgeford Trust podcast here
Stock Sale or Asset Sale? Our Team Discusses Options for Business Owners with Family Business Magazine
Many families start businesses with the hope that the business will stay within the family for generations. But that is not always possible. At some point, family owners, for any number of reasons, need to consider selling or transferring the business. We often think of these sales as a business transfer, but they are also […]
Callan Family Office Investment Management Partner RaeAnn Mitrione Shares Market Insights with TD Ameritrade Network
Our Investment Management Partner RaeAnn A, Mitrione recently weighed in on the jobs market, where the consumer is headed, and how AI and big tech continues to play into investment opportunities for the rest of the year. Watch her appearance on TD Ameritrade Network with anchor Nicole Petallides. Please watch RaeAnn’s full interview with TD […]
ThinkAdvisor Profiles Callan Family Office’s Approach to Managing Ultra-High-Net-Worth Family Wealth
The wealthiest families in the United States are seeking more sophisticated advisory services that meet their complex and rapidly evolving needs, and, as Callan Family Office CEO Jack Ginter recently told ThinkAdvisor Magazine, there is a tremendous opportunity for specialist wealth managers to grow in this space. “There just aren’t a lot of registered investment […]
Fortune Magazine Interview with Callan Family Office CIO Doug Evans
The ultra-high-net-worth family has unique investment needs. In a quarterly investment guide from Fortune Magazine, Callan Family Office Chief Investment Officer Doug Evans shared areas of the market where the country’s wealthiest families may find investment opportunities. Please read Doug’s full interview with Fortune Magazine here
Barron’s Interview with Callan Family Office CEO Jack Ginter
It’s no small feat creating from scratch a wealth advisory business that can meet the lofty expectations of $100 million client families. Our CEO Jack Ginter sat down with Barron’s to discuss the opportunities the firm sees in serving ultra-high-net-worth clients. “An incredible amount of work has gone into building out the platform, standing up […]
Rethinking65 Interviews Jack Ginter on What the Wealthiest Families Deserve
Many ultra-high-net-worth families built their wealth through their own businesses. They took risks. They matched their own capital with sweat equity. And they made decisions on their own terms. Even as the founders transferred their businesses and wealth to later generations, the spirit of entrepreneurship continued to underpin their families’ values. When we started Callan […]