News & Insights

We take pride in providing thoughtful content resources for the unique planning needs of our clients. Below is a sampling of news and insights available to our valued clients.

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...

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...

Callan Family Office Webinar Series: Private Credit: The Good, the Bad, and the Ugly

In our latest webinar, Callan Family Office Investment Partner Doug Getty is joined by Catherine Beard of Callan LLC to discuss the opportunities and headwinds facing the private credit market.

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...

Contact Callan Family Office

Create clarity and reduce complexities for your wealth. To learn more about how we can best serve you, please reach out to our team.

Get In Touch