The Callan Family Office Difference
Since launching the firm, our team has been committed to one singular objective: providing ultra-high-net-worth families, foundations, and endowments with an independent, entrepreneurial, and innovative approach to managing all aspects of their wealth.
Independent and Entrepreneurial
A partnership of entrepreneurs serving entrepreneurial families, Callan Family Office’s 23 partners have decades of experience working exclusively with ultra-high-net-worth families across generations.
We operate as an independent firm, offering tailored, open-architecture solutions that integrate seamlessly into every aspect of your financial life. As a fiduciary, we are committed to prioritizing your needs and goals, ensuring that your best interests guide every decision.
Institutional-Quality Research and Investments
At Callan Family Office, we deliver institutional-quality investment solutions across public and private markets with a keen focus on after-tax, net-of-fee results. Our innovative platform offers a sophisticated set of customizable strategies designed to meet the unique needs of ultra-high-net-worth families and institutions, backed by the institutional research and resources of Callan LLC.
Complete Accountability for Family Wealth
Beginning with our proprietary Foundations 360 program, Callan Family Office applies a comprehensive approach to financial planning. Our wealth platform leverages technology that enables a holistic view of assets, integrated advice, and synchronized delivery of services across complex financial and entity structures.
News & Insights
RaeAnn Mitrione Tells Bloomberg There are Opportunities Amid this Current Market Volatility
Clients Deserve More Communication in Volatile Markets, Todd Rabold Tells WealthManagement.com
The First, Very Turbulent, 100 Days
Strategic Tax Planning in a Down Market: Turning Volatility into Long-Term Leverage
Tom Raymond Discusses Market Volatility with Investment News
RaeAnn Mitrione Joins CNBC to Discuss How We Are Navigating the Latest Market Volatility
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Explore Who We Are
Meet Our Team
Investment Insights
The First, Very Turbulent, 100 Days
Callan Family Office April 3, 2025, Market Update
Callan Family Office Webinar Series: Wealth & Wellness: Optimizing Health to Support Longevity
Five Major Trends Driving Hedge Funds in 2025
Callan Family Office 1Q 2025 Investor Letter
What Does History Say About a Historic Stretch for the S&P 500?
Latest Planning Updates
Strategic Tax Planning in a Down Market: Turning Volatility into Long-Term Leverage
Callan Family Office 2024 Year-End Planning Guide
Planning Alert: Post Convention Insights
Planning Alert: The Corporate Transparency Act
Engaging the Next Generation in Philanthropy
Year-End 2023 Checklist and Thoughts for the New Year
Latest Media Hits
RaeAnn Mitrione Tells Bloomberg There are Opportunities Amid this Current Market Volatility
Clients Deserve More Communication in Volatile Markets, Todd Rabold Tells WealthManagement.com
Tom Raymond Discusses Market Volatility with Investment News
RaeAnn Mitrione Joins CNBC to Discuss How We Are Navigating the Latest Market Volatility
How is Callan Family Office Approaching the Current Markets? Joe Rorke Speaks with Investment News.
RaeAnn Mitrione Tells Bloomberg How UHNW Investors are Adjusting to the Current Markets
About Our Valued Investment Research Partner
Through our strategic partnership with Callan LLC, our clients benefit from top tier research, due diligence, and an institutional-grade investment experience, including direct access to leading managers in private equity, private credit, and private real assets.
Investment strategies in Callan LLC's proprietary database
Dedicated research experts supporting our consultants
Institutional assets under advisement
Years advising institutional plans and funds