Callan Family Office

News & Insights

Higher Beta Hedge Fund Strategies Have a Strong Quarter
Higher Beta Hedge Fund Strategies Have a Strong Quarter
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November 20, 2024
Private Credit Managers Outperform Leveraged Loans
Private Credit Managers Outperform Leveraged Loans
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November 20, 2024
Fewer Funds Raised in Private Equity, but More Dollars Flow into Them
Fewer Funds Raised in Private Equity, but More Dollars Flow into Them
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November 11, 2024
WealthManagement.com: $6.5B Callan Family Office Launches Tax Overlay Program
WealthManagement.com: $6.5B Callan Family Office Launches Tax Overlay Program
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November 7, 2024
Callan Family Office Launches Tax Overlay Management Program for Ultra-High-Net-Worth Clients
Callan Family Office Launches Tax Overlay Management Program for Ultra-High-Net-Worth Clients
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November 7, 2024
Will Business Owners who Benefit from Pass-Through Tax Breaks Face More Tax Scrutiny?
Will Business Owners who Benefit from Pass-Through Tax Breaks Face More Tax Scrutiny?
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November 4, 2024
How Fixed Income is Playing a Role in Allocations and Returns for Balanced Clients
How Fixed Income is Playing a Role in Allocations and Returns for Balanced Clients
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October 31, 2024
Callan Family Office Named to the 2024 Forbes/SHOOK List of America’s Top RIA Firms
Callan Family Office Named to the 2024 Forbes/SHOOK List of America’s Top RIA Firms
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October 29, 2024
RaeAnn Mitrione Talks Current Market Conditions Investors Should Watch on CNBC
RaeAnn Mitrione Talks Current Market Conditions Investors Should Watch on CNBC
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October 29, 2024
The 3Q 2024 Callan Institute Periodic Table of Investment Returns
The 3Q 2024 Callan Institute Periodic Table of Investment Returns
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October 22, 2024
RaeAnn Mitrione on Schwab Network Discusses the Rotation from Big Tech to Small Caps
RaeAnn Mitrione on Schwab Network Discusses the Rotation from Big Tech to Small Caps
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October 18, 2024
Are Equity Returns More Volatile in an Election Year? It Depends.
Are Equity Returns More Volatile in an Election Year? It Depends.
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October 15, 2024
Tax Implications of Disaster-Related Insurance Claims for Wealthy Families
Tax Implications of Disaster-Related Insurance Claims for Wealthy Families
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October 15, 2024
How Should Investors View the Magnificent 7? Doug Evans Shares Our Thinking with Barron’s.
How Should Investors View the Magnificent 7? Doug Evans Shares Our Thinking with Barron’s.
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October 15, 2024
Planning Alert: Post Convention Insights
Planning Alert: Post Convention Insights
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October 10, 2024
RaeAnn Mitrione Joins Bloomberg Surveillance to Discuss Our Approach to Ultra-High-Net-Worth Families
RaeAnn Mitrione Joins Bloomberg Surveillance to Discuss Our Approach to Ultra-High-Net-Worth Families
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October 7, 2024
Callan Family Office 3Q Investment Letter
Callan Family Office 3Q Investment Letter
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September 25, 2024
Doug Evans Joins Nasdaq TradeTalks to Discuss The Fed’s Recent Rate Cuts and the Markets
Doug Evans Joins Nasdaq TradeTalks to Discuss The Fed’s Recent Rate Cuts and the Markets
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September 25, 2024
RaeAnn Mitrione on CNBC: Tech Will Benefit from Recent Fed Rate Cut
RaeAnn Mitrione on CNBC: Tech Will Benefit from Recent Fed Rate Cut
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September 23, 2024
Navigating Leadership Transitions in Family-Owned Businesses
Navigating Leadership Transitions in Family-Owned Businesses
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September 19, 2024

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