RaeAnn Mitrione Talks Tariffs, Trade Wars, and the Consumer with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she addressed recent developments with tariffs. technology pressure, and the health of the U.S. consumer. Please watch RaeAnn’s complete CNBC interview here
RaeAnn Mitrione Discusses Rising Bond Yields and Current Market Conditions with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she addressed rising bond yields and their impact on inflation concerns. Please watch RaeAnn’s complete CNBC interview here
What Should Clients Consider in Year-End Charitable Giving?
Betty Pettine, managing director of philanthropic consulting, was recently asked to share her tips for year-end charitable giving. Among our advice: When making a sizable contribution to a charitable initiative, building a relationship with the beneficiary is crucial and often involves in-person site visits, as well as gathering testimonials or endorsements from credible sources familiar […]
Are Equities Closing Out 2024 Strongly? Todd Rabold Shares His Insight with Money FM
Todd Rabold, Investment Management Partner at Callan Family Office, recently shared his insights on whether there will be a continued push in stocks as we head closer to the close of 2024, whether retail investors are starting to get more on board with bitcoin, as well as a look ahead on the next earnings season. […]
WealthManagement.com: $6.5B Callan Family Office Launches Tax Overlay Program
WealthManagement.com recently covered the launch of our Tax Overlay Management Program developed to maximize after-tax returns for wealthy families. “The program empowers Callan Family Office’s investment partners to make personalized, tax-aware trading decisions in client portfolios instead of outsourcing portfolio implementation to third-party asset managers with a partial view of clients’ assets. This gives clients […]
Callan Family Office Launches Tax Overlay Management Program for Ultra-High-Net-Worth Clients
We are pleased to share that Callan Family Office has launched a technology-enabled Tax Overlay Management Program developed to maximize after-tax returns for wealthy families. The program empowers Callan Family Office’s investment partners to make personalized, tax-aware trading decisions in client portfolios instead of outsourcing portfolio implementation to third-party asset managers with a partial view […]
Will Business Owners who Benefit from Pass-Through Tax Breaks Face More Tax Scrutiny?
A flow-through or pass-through business funnels income straight to its owners, shareholders or investors so only these individuals and not the entity are taxed on the revenues. The IRS has indicated that it may take harder look at these business structures. Jeff Getty, managing director for business and transaction advisory with Callan Family Office, spoke […]
How Fixed Income is Playing a Role in Allocations and Returns for Balanced Clients
One of the biggest risk clients face is having to sell assets into a distressed market. A highly individualized allocation to fixed income can minimize this. Recently, our Investment Partner Tom Raymond spoke with Citywire on how we view the asset class for both offense and defense. You can read Tom’s complete Citywire interview here.
Callan Family Office Named to the 2024 Forbes/SHOOK List of America’s Top RIA Firms
For the second straight year, Forbes/SHOOK has recognized Callan Family Office for its success in managing the complex needs of ultra-high-net-worth clients on its list of Top RIA Firms. We are thankful to our team and our clients for this recognition. You can view our recent press release here.
RaeAnn Mitrione Talks Current Market Conditions Investors Should Watch on CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she highlighted rising bond yields, underperforming small caps, and the potential of dividend stocks as rates drop. Please watch RaeAnn’s complete CNBC interview here