Jack Ginter Speaks with Asset TV About the Growth of Callan Family Office
What should ultra-high-net-worth clients expect from their family office partners? Our CEO Jack Ginter was interviewed by Asset TV about why we started Callan Family Office and what has driven our growth so far. Please watch Jack’s complete Asset TV interview here
What Does a Patient Fed Mean for the Markets? RaeAnn Mitrione Discusses with Schwab Network
The Fed is very data dependent, our Investment Partner RaeAnn Mitrione recently told Schwab Network. In her interview, RaeAnn talks about how the Fed is likely to remain patient. She highlights that the market is telling us that a June rate cut is off the table. She then goes over how the market is seeing […]
RIABiz Highlights the Growth and Differentiated Model of Callan Family Office
RIABiz recently sat down with Callan Family Office CEO Jack Ginter to explore our firm’s evolution over the past two years and what helped drive our growth to $5 billion in assets under management over that period. And, of course, we look ahead. “We’re just getting started,” Jack said. Please read Jack’s full interview […]
Callan Family Office Crosses $5 Billion in Assets Under Management, Marking Two Years of Organic Growth in Serving Ultra-High-Net-Worth Families
We are pleased to share that Callan Family Office has passed $5 billion in assets under management, just over two years operating as an independent RIA. “We started Callan Family Office because we believed that ultra-high-net-worth families could benefit from a truly independent, entrepreneurial approach from partners who take full accountability for all aspects […]
RaeAnn Mitrione Shares Market Outlook with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss our outlook for the markets, inflation data and the Fed’s decision-making process. From our vantage point, the market is likely to continue growing while the Fed awaits the data it needs to make its next rate move. Please watch RaeAnn’s complete CNBC interview […]
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 […]