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Home
About
The Callan Family Office Difference
Our Team
Recognition & Awards
Investment Management
Overview
Tax Overlay Management Program
Foundations & Endowments
Callan LLC
Family Office Services
Legacy & Wealth Planning
Private Banking & Trust
Financial Administration & Bill Pay
Advisory & Consulting
Tax Strategy
Business & Transaction Advisory
Philanthropic Consulting
Family Governance & Education
Family Office Formation
News & Insights
Contact
Menu
Home
About
The Callan Family Office Difference
Our Team
Recognition & Awards
Investment Management
Overview
Tax Overlay Management Program
Foundations & Endowments
Callan LLC
Family Office Services
Legacy & Wealth Planning
Private Banking & Trust
Financial Administration & Bill Pay
Advisory & Consulting
Tax Strategy
Business & Transaction Advisory
Philanthropic Consulting
Family Governance & Education
Family Office Formation
News & Insights
Contact
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Investment Insight
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Planning Insight
Planning Alert: What the One Big Beautiful Bill Act of 2025 Means for UHNW Clients
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July 10, 2025
What are the Best Trusts in a Higher Rate Environment? Jeff Getty Talks to ThinkAdvisor
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July 9, 2025
What Investors Need to Know About the 2025 Russell Reconstitution
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July 7, 2025
Todd Rabold Discusses How Investors Should be Positioned in the Current Market with Money FM
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July 2, 2025
How Callan LLC Models its Expected Future Returns for Stocks
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July 1, 2025
How Callan Family Office Created a New Approach to Tax-Aware Investment Decisions
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June 25, 2025
Callan Family Office 2Q 2025 Investor Letter
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June 18, 2025
Revisiting Office Conversions: A Follow-Up on Progress and Potential
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June 16, 2025
Tom Raymond Discusses Our View of Global Market Opportunities in an Interview with Citywire
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June 10, 2025
Abnormal Volatility Calls for Investors in Developed ex-U.S. Equity Strategies to Be Patient
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June 9, 2025
Callan Family Office Named a Finalist in Four Categories in the 2025 WealthManagement.com Industry Awards
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June 5, 2025
Todd Rabold Discusses the U.S. Economy’s Strong May Showing with Money FM
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June 4, 2025
Bigger Deals, Scarcer Dollars, and a Long Exit Line for Private Equity
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May 27, 2025
Callan Family Office Webinar Series: Transforming Healthcare, with Patient Square
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May 27, 2025
Tom Raymond on Schwab Network: Don’t Count Out the American Ethos
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May 19, 2025
Are UHNW Families Cutting Discretionary Spending? Our Jeff Erickson Weighs in to Investment News
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May 19, 2025
Income Drives Private Real Estate Gains; REITs Around the World Rise
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May 19, 2025
Private Credit Fundraising Hits 8-Year Low but Continues to Outperform
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May 12, 2025
Callan Family Office Wins Best Client Initiative at Family Wealth Report Awards 2025
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May 9, 2025
Callan Family Office Names Jeff Getty Chief Tax Strategist
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May 8, 2025
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