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
Callan Family Office Named a Finalist in Two Categories in the 2024 WealthManagement.com Industry Awards
We are pleased to share that Callan Family Office has been named a Finalist in the WealthManagement.com 2024 Industry Awards for two categories. Callan Family Office was named a finalist in the Family Office Client Initiative category, while Jack Ginter, Callan Family Office’s Chief Executive Officer, is a finalist for Chief Executive Officer of […]
Callan Family Office Launches Business Advisory Practice to Serve Business Owners Through All Phases of their Company’s Lifecycle
We are pleased to share that Callan Family Office has launched a new offering focused on supporting business owners considering transacting or transitioning their businesses. The Business & Transaction Advisory Practice will be led by industry veterans Jeff Getty and Lisa Clifford. They educate owners on value optimization, exit option strategies, and value enhancement […]