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 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...
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, 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...
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...
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...
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....
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...
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...
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...
Callan Family Office's launch of financial administration was highlighted recently by Investment News: "Unlike the typical approach to day-to-day administrative finances like bill payment, which is commonly manual and takes information from across different systems and providers, the firm says it reduces the risk of errors by handling those directly with its own custom technology...
Callan Family Office's expansion of family office services to both its own clients and single family offices was highlighted recently by Institutional Investor. In an interview, CEO Jack Ginter explained the firm's rationale for offering financial administration: "What we see really clearly is that, whether it’s a large family or a single-family office, they often...
