Dan Burke Shares Thoughts on How Family Offices Can Succeed for UHNW Clients in 2024
What does 2024 hold for family offices and their ultra-high-net-worth clients? To find out, Wealth Solutions Report spoke with several leading experts in the space, including our own Investment Partner Dan Burke. Family offices must steer their UHNW clients through uncertain market conditions and emerging macro risks, develop intergenerational client solutions fit for this […]
What Is Philanthropy Poised to Look Like in 2024? Betty Pettine Weighs In.
We know at Callan Family Office that, for our families, philanthropy is key. But it can be overwhelming to plan how to give and how to ensure a lasting legacy of impactful charity, given the many options and philanthropic vehicles. Our Director of Philanthropic Consulting, Betty Pettine, recently shared her thoughts on the outlook […]
What Are the Planning Issues for Blended Families? Amy Jucoski, Head of Legacy and Wealth Planning, Shares Her Thoughts with Barron’s
Financial and estate planning can be complicated under normal circumstances. Having a so-called blended family, or one that includes children from previous marriages, ups the ante. That’s where advisors have an important role to play. Amy Jucoski, Partner and Head of Legacy & Wealth Planning, shared her thoughts on considerations of planning in blended families […]
The Special Relationship Between Callan Family Office and Callan LLC
Callan Family Office’s clients have access to half a century’s worth of industry research, education, and sophisticated investment guidance from Callan LLC. Callan Family Office CEO Jack Ginter and Callan LLC CEO Greg Allen discuss the special relationship between the two independent companies and how that benefits the clients of both entities.
Callan Family Office Investment Management Partner Dan Burke Discusses Concerns in the Current Market Environment with Schwab Network
Our Investment Management Partner Dan Burke recently weighed in on the market’s recent performance and what opportunities exist in public and private markets in the current environment with Nicole Petallides of Schwab Network live at the Schwab IMPACT conference in Philadelphia. Watch Dan’s appearance on Schwab Network: Please watch Dan’s full interview with Schwab Network […]
Key Considerations When Decanting a Trust
One planning issue ultra-high-net-worth families face is handling irrevocable trusts put in place years ago that no longer serve their needs. Irrevocable trusts have historically been difficult to modify. However, families with these trusts can go through a process known as decanting to affect these types of changes. We are increasingly guiding trustees and clients […]
Callan Family Office and Insights Squared Consulting Group Announce Unique Collaboration to Launch Endure, a Proprietary Family Governance and Education Program for Ultra-High-Net-Worth Clients
We are pleased to announce an exclusive partnership with family wealth consulting firm Insights Squared Consulting Group to launch Endure, a proprietary family governance and education program for individuals, couples and families served by the firm. Endure offers a dedicated and highly experienced team of consultants to advise ultra-high-net-worth families on strategies and practices that […]
What Type of Limited Liability Entity Is Right for You?
We are frequently asked by families what the best option is to establish a limited liability entity while also consolidating family investments or business assets. The answer is, it depends. However, it’s essential to assess the details and comprehend the impact of each structure. Our Planning Partners Amy Jucoski and Todd Neal discussed the considerations […]
Callan Family Office Named to the 2023 Forbes/SHOOK List of America’s Top RIA Firms
We are pleased to share that our firm has been named to the 2023 Forbes/SHOOK list of America’s Top RIA Firms. Callan Family Office’s approach to serving ultra-high-net-worth families was recognized by Forbes as a Top RIA firm as we approach our second anniversary as a truly independent firm. When we founded Callan Family Office, […]
How Should the Wealthiest Families Be Supported? Dan Burke Talks to ThinkAdvisor
As advisors to ultra-high-net-worth investors, we must use our experience and tech stack to meet clients’ expectations. As with all obstacles, the challenge itself makes us better, and advisors who take on the technology gap that exists for the wealthiest families will be positioned to bring together high tech and high touch to best serve […]