5 Top Planning Considerations for Shared Family Properties

Wealthy families usually find themselves managing a myriad of assets. Among these, shared family properties hold a special place. Those properties are often imbued with memories, history and intermingled finances, warranting careful consideration and planning. For many families, these include elements ranging from the emotional to the financial and include considerations around legal issues, succession...

RaeAnn Mitrione on CNBC: With Rate Cuts on the Table, Yields Should Tick Down

Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the busy week of economic data and its impact on the markets. Please watch RaeAnn's complete CNBC interview here

Callan Family Office Named a Finalist in Two Categories in the 2024 Industry Awards

  We are pleased to share that Callan Family Office has been named a Finalist in the 2024 Industry Awards for two categories. Callan Family Office was named a finalist in the Family Office Client Initiative category, while Jack Ginter, Callan Family Office’s Chief Executive Officer, is a finalist for Chief Executive Officer of...

Callan Family Office Launches Business Advisory Practice to Serve Business Owners Through All Phases of their Company’s Lifecycle

  We are pleased to share that Callan Family Office has launched a new offering focused on supporting business owners considering transacting or transitioning their businesses. The Business & Transaction Advisory Practice will be led by industry veterans Jeff Getty and Lisa Clifford. They educate owners on value optimization, exit option strategies, and value enhancement...

Should Wealthy Clients Use Home Equity to Taxes? It Could Carry a Price.

  Home equity is traditionally used for such familiar costs as home repair, education and debt consolidation, but wealthy clients have the option to use such assets to reduce taxes, advisors say. Such strategies, however, carry a price for any tax savings. There are other considerations, as well. Partner Todd Neal recently shared some of...

RaeAnn Mitrione Provides Economic and Market Outlook in Interview with CNBC

Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the consumer, inflation, and the market’s record run. Please watch RaeAnn's complete CNBC interview here

Do Growth Assets Still Have Room to Run? Doug Evans Discusses with Schwab Network

There’s still room for market growth this year, our Chief Investment Officer, Doug Evans, told Schwab Network. In his interview, Doug discusses the takeaways from economic data, the FOMC meeting and April jobs data. Then, Doug highlights our thinking around growth assets, including technology. Please watch Doug's complete Schwab Network interview here

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...

Callan Family Office Named a Finalist in Three Categories at the Eleventh Annual Family Wealth Report Awards 2024

  Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations and endowments across the United States, announced it has been selected as a finalist in three different categories for the Eleventh Annual Family Wealth Report Awards 2024. Callan Family Office is a finalist in Multi-Family Office (New Entrant), Women in Wealth...

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