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.

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