RaeAnn Mitrione Discusses New Tariffs’ Impact on the Markets with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she discussed how the recent tariffs are affecting the markets. Please watch RaeAnn’s complete CNBC interview here
How Is AI Being Used to Manage Wealth? Dan Burke Discusses Callan Family Office’s View with Barron’s.
How is artificial intelligence being put to work in the wealth management field? Our Chief Technology Officer and Investment Partner Dan Burke was asked for his thoughts by Barron’s and discussed our views on how AI can be deployed for ultra-high-net-worth families. Please read Dan’s complete Barron’s interview here (Subscription Required)
What’s Driving the Markets? Todd Rabold Speaks with Money FM
Todd Rabold, Investment Management Partner at the Callan Family Office, shares his insights on the latest market drivers on the back of Trump’s tariffs, Nvidia’s earnings beating expectations and its attractiveness to investors at this point, as well as sentiments surrounding AI, small caps and value stocks. Please listen to Todd’s complete interview here
Callan Family Office Partners with Foundation Source to Expand Access to Sophisticated Philanthropic Solutions
Callan Family Office has announced a partnership with Foundation Source, the nation’s largest provider of cloud-based charitable giving solutions, to enhance its philanthropic offerings. Through this partnership, Foundation Source will provide a ‘private label’ philanthropic platform that enables Callan Family Office advisors to streamline and improve overall management of clients’ charitable activities in lockstep with […]
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 […]