Financial and estate planning can be complicated under normal circumstances. Having a so-called blended family, or one that includes children from previous
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.
Financial and estate planning can be complicated under normal circumstances. Having a so-called blended family, or one that includes children from previous
Private Real Estate Falls in 3Q While REITs Lag Equities Download Now Callan Family Office (“CFO”) is providing the blog
Private Equity Investors Focus on Exits in 3Q as Activity Drops Download Now Callan Family Office (“CFO”) is providing the
3Q Private Credit Returns Exceed Those of Leveraged Loans Download Now Callan Family Office (“CFO”) is providing the blog post
Most Hedge Fund Strategies Ended 3Q Slightly Higher Download Now Callan Family Office (“CFO”) is providing the blog post from
Callan Family Office’s clients have access to half a century’s worth of industry research, education, and sophisticated investment guidance from Callan LLC.
Planning for Year-End 2023 & Beyond Looking back, 2023 has flown by which means it’s a great time to take stock of
Our Investment Management Partner Dan Burke recently weighed in on the market’s recent performance and what opportunities exist in public and private
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
We are pleased to announce an exclusive partnership with family wealth consulting firm Insights Squared Consulting Group to launch Endure, a proprietary
We are frequently asked by families what the best option is to establish a limited liability entity while also consolidating family investments
Our Chief Investment Officer Doug Evans spoke with Christine Moy of Apollo Global about the outlook for digital assets and how investors