What are the Key Challenges Facing Wealth Management? Dan Burke Talks to Barron’s About Solving the Data Gap.
What are the biggest challenges facing the wealth management industry and why are they so important? Our Investment Partner Dan Burke was asked this by Barron’s and discussed the industry’s issues managing the complexity and volume of all clients’ personal data. “An ultrahigh-net-worth family or family office often has data everywhere—siloed at multiple providers and […]
What’s the Biggest Point of Disagreement Between the Bulls & Bears? Todd Rabold Shares His Insight with Money FM
Todd Rabold, Investment Management Partner at Callan Family Office, joined Money FM to share his insights on the significance of Bank of America’s latest aggregate credit and debit card data showing a 1% dip in total credit card spending per household in the week ending Aug/ 10, the biggest point of disagreement between the bulls […]
Callan Family Office Named to Citywire’s 50 Growers Across America List of Top RIAs
We are pleased to announce that Callan Family Office has been included on Citywire’s Growers Across America List of Top RIAs. We are thankful to our team and our clients for this recognition. You can view the complete Citywire list here.
Gifting, Income Levels Biggest Tax Concerns For Wealthy
Tax planning for wealthy clients looking to prepare for the potential expiration of certain Tax Cuts and Jobs Act provisions often involves several considerations. Our Planning Partner Todd Neal was recently interviewed by Financial Advisor Magazine about his thinking and strategy. Clients should bunch charitable gifts, typically gifted over years, and potentially take advantage of […]
Callan Family Office Named to Financial Advisor Magazine’s List of Top 50 Fastest-Growing RIAs
We are pleased to announce that Callan Family Office has been included on Financial Advisor Magazine’s list of the Top 50 Fastest-Growing RIAs. Each team member at Callan Family Office plays a vital role in driving our success and growth and our clients’ trust fuels our passion to constantly improve our services and capabilities. You […]
RaeAnn Mitrione on CNBC: Rotating Out of Mega-Caps and Rebalancing with Small-Caps
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the decline in chip stocks, as well as the broadening of the markets. Please watch RaeAnn’s complete CNBC interview here
FA Mag: Elections Will Have Profound Impact On Taxes
Almost all federal elections cause anxiety over taxes. But this year’s contest offers an unprecedented divergence of policy and wrong planning choices could wind up being painful. Partner Todd Neal was interviewed recently by Financial Advisor Magazine on how the upcoming elections could affect families. Please read the full article from Financial Advisor here
FA Mag: Clients Can’t Dawdle On Expiring Tax Reform Provisions
Every year brings tax complications. This year, given the potential expiring of some provisions of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, may be more confusing than others. Partner Todd Neal recently shared his thoughts on some of the mistakes families can make when it comes to estate planning in […]
5 Top Planning Considerations for Shared Family Properties
Wealthy families usually find themselves managing a myriad of assets. Among these, shared family properties hold a special place. Those properties are often imbued with memories, history and intermingled finances, warranting careful consideration and planning. For many families, these include elements ranging from the emotional to the financial and include considerations around legal issues, succession […]
RaeAnn Mitrione on CNBC: With Rate Cuts on the Table, Yields Should Tick Down
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the busy week of economic data and its impact on the markets. Please watch RaeAnn’s complete CNBC interview here