Investment Partner Tom Raymond Explains How Productivity is Transforming the Markets in Schwab Network Interview
Callan Family Office Investment Partner Tom Raymond joined Schwab Network recently, discussing how AI-driven productivity gains and innovation could help keep inflation in check. He examined the implications for Fed policy and why technological advances may be a powerful disinflationary force. Please watch Tom’s complete Schwab Network interview here
Arne Boudewyn Discusses with InvestmentNews How Elder Care is a Governance Priority
Arne Boudewyn, family governance and education advisor at Callan Family Office, recently spoke with InvestmentNews about how the most effective protection against elder financial exploitation begins before there are any concerns about diminished capacity. Practical safeguards — trusted contacts, clearly defined decision-making authorities, periodic reviews of estate documents, coordinated oversight among advisors — are […]
Market Strategist RaeAnn Mitrione on CNBC: Fundamentals Will Drive the Market Over the Long Term
Callan Family Office Market Strategist RaeAnn Mitrione joined Morning Call on CNBC where she discussed how strong earnings and AI demand are supporting valuations, and the outlook for small caps, emerging markets and overlooked value opportunities. Please watch RaeAnn’s complete CNBC interview here
George Burnette Speaks with InvestmentNews How to Guide Newly Widowed Clients
When a client loses a spouse, the emotional weight of grief and the pressure of immediate financial decisions can collide in ways that make planning sound nearly impossible. For financial advisors and wealth managers, the first weeks after a client’s loss are less about portfolio strategy and more about providing steady, empathetic guidance. Among […]
Jeff Getty Tells InvestmentNews How to Avoid the Biggest Mistakes for Business Owners Before a Liquidity Event
Sticking the landing is not just vital for gymnastics routines, it’s paramount for liquidity events too. And that’s why advisors say the years leading up to the sale or succession of a business require huge preparation, especially when it comes to tax planning, to reduce the possibility of stumbling when it comes time to dismount. Jeff Getty, […]
Callan Family Office Appoints George Burnette as Director of Philanthropic Consulting & Wealth
Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments across the United States, today announced that George Burnette, JD, CFP®, ATFA, TEP has joined the firm as Director of Philanthropic Consulting & Wealth. In this role, Burnette will advise individuals, families, and family enterprises on the increasingly complex relationship […]
How the Exclusive Relationship Between Callan Family Office and Callan LLC Can Give Single Family Offices an Edge
How the Exclusive Relationship Between Callan Family Office and Callan LLC Can Give Single Family Offices an Edge By John B. Magevney, CFP®, Founding Partner For ultra‑high‑net‑worth families, access to institutional‑grade insight has traditionally required institutional‑scale assets or relationships with large pension funds, endowments, and foundations. One of the most distinctive aspects of the Callan […]
Market Strategist RaeAnn Mitrione Discusses the AI Trade & Sector Leadership Trends with Schwab Network
Callan Family Office Market Strategist and Investment Partner RaeAnn Mitrione joined Schwab Network recently, saying she believes “there’s more room to run” in the current market rally. She believes the returns could be “broad based” amongst various sectors of the market but notes recent leadership from the technology sector based in part on the […]
Todd Rabold Tells InvestmentNews What Markets are Expecting from the Iran Ceasefire
The two-week Iran war ceasefire, which was dealt a blow with the closure of the Strait of Hormuz Wednesday, is nonetheless sending stocks, gold and Bitcoin higher. On the flip side, the peace deal, however temporary, is pushing oil, volatility (VIX) and the 10-year Treasury yield lower. So what happens tomorrow, the day […]
WealthTech Today Podcast: Jack Ginter Talks About Building the Digital Desktop for Ultra-High-Net-Worth Families
Our CEO Jack Ginter recently sat down with Ezra Group’s Craig Iskowitz to discuss the considerations our team followed in building the technology behind Callan Family Office. Click here to download the complete podcast. Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office