Death of a Spouse Can Trigger Tax Changes Beyond Filing Status
The death of a spouse can quickly change a survivor’s ability to itemize tax deductions (especially medical and charitable), capital gains on the sale of the home, loss carryovers and retirement account required minimum distributions. There are other considerations, as well. Partner Todd Neal recently shared some his thoughts in an article in Financial […]
Innovative Strategies to Spark a Passion for Philanthropy in the Next Gen
In a world where compassion and social responsibility are paramount, engaging children in philanthropy is a cornerstone for shaping a brighter future. From the earliest years of elementary school to the transformative high school period, involving the youngest generation in philanthropic endeavors is an investment that pays dividends in character development and societal impact. […]
Doug Evans Shares His Market Outlook with The Wall Street Journal
Recent economic data has the market rethinking the outlook for interest rates, according to Callan Family Office Chief Investment Officer Doug Evans, who shared his thoughts in a recent interview with The Wall Street Journal. “Our projection was only one or two rate cuts this year,” Evans told the Journal. “Now, it might be […]
Is the Recent Pullback a Buying Opportunity? RaeAnn Mitrione Shares Her Thoughts with Yahoo Finance
Based on how February’s inflation prints played out, investors are on the fence about which direction the Federal Reserve will lean in its next monetary policy decision. For some on Wall Street, it’s believed that the Fed choosing to delay interest rate cuts to the second half of 2024 is the most likely scenario, if […]
Family Wealth Report Weighs In on Callan Family Office’s Expanded Services
The expansion of Callan Family Office’s Financial Administration unit was highlighted by Family Wealth Report recently: “Ultra-high net worth clients have complex finances that can make it difficult for them to get a clear picture of what they have, how their assets have performed, and how money was spent,” Jack Ginter, chief executive at Callan […]
Investment News on Callan Family Office’s Expansion of Financial Administration
Callan Family Office’s launch of financial administration was highlighted recently by Investment News: “Unlike the typical approach to day-to-day administrative finances like bill payment, which is commonly manual and takes information from across different systems and providers, the firm says it reduces the risk of errors by handling those directly with its own custom technology […]
Jack Ginter Speaks with Institutional Investor on Callan Family Office’s Expanded Services
Callan Family Office’s expansion of family office services to both its own clients and single family offices was highlighted recently by Institutional Investor. In an interview, CEO Jack Ginter explained the firm’s rationale for offering financial administration: “What we see really clearly is that, whether it’s a large family or a single-family office, they often […]
Callan Family Office Expands Financial Administration Division to Support Ultra-High-Net-Worth Families and Other Single Family Offices
We are pleased to announce that Callan Family Office has broadened our capabilities with the expansion of our financial administration division. Financial administration services include bill pay, cash management, reconciliation, and customized reporting. Callan Family Office is making these and other services available to both its ultra-high-net-worth clients and to other single-family offices. The handling […]
Todd Neal Discusses What to Consider When Selling Your Business with Barron’s
There are more than 30 million small businesses in the U.S., and on any given day, the entrepreneurs behind some of them are handing over the keys to new owners. While the fantasy for those sellers is cashing the check and living happily ever after, the truth is that many will harbor regrets about how […]
Doug Evans Discusses Interest Rates and the Market Outlook with The Wall Street Journal
Recent market strength is prompting investors to reconsider hopes that the Federal Reserve will cut interest rates aggressively this year, which may have been too optimistic, according to our Chief Investment Officer Doug Evans, in a recent interview with The Wall Street Journal. “People were maybe too optimistic about how many are coming this […]