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.

As advisors to ultra-high-net-worth investors, we must use our experience and tech stack to meet clients’ expectations. As with all obstacles, the

Our Investment Management Partner RaeAnn Mitrione recently weighed in on the market’s recent pullback and what opportunities exist in public and private

Our Chief Investment Officer Doug Evans breaks down this year’s moves in key rates and how those have affected housing and mortgages.

  What Investors Need to Know About the SEC’s 2023 Private Funds Rules Download Now   Callan Family Office (“CFO”) is providing

  The dot-com era’s investor sentiment in the late 1990s, marked by enthusiasm and subsequent crashes, set the stage for established giants

  Private Credit IRRs Stay Steady and Range from 8%-10% Download Now   Callan Family Office (“CFO”) is providing the blog post

  Hedge Funds Gain but Lag Equity Indices Download Now   Callan Family Office (“CFO”) is providing the blog post from Callan

  Is Recession Risk Really Off the Table? Download Now   Callan Family Office (“CFO”) is providing the blog post from Callan

Our CEO Jack Ginter, Investment Management Partner Doug Getty, and Director of Philanthropic Consulting Betty Pettine recently spoke with David Warren from Bridgeford Trust about what

  Private Real Estate Falls Again; REITs Gain but Trail Stocks Download Now   Callan Family Office (“CFO”) is providing the blog

  Private Equity Headwinds Slow Liquidity Download Now   Callan Family Office (“CFO”) is providing the blog post from Callan LLC (“Callan”)

Many families start businesses with the hope that the business will stay within the family for generations. But that is not always