News, Comment & Analysis results for Callan
Summary Of North American Moves In Wealth Management – May 2025
In a month of moves and changes, one announcement – not unexpected – stood out. Warren Buffett,
Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025
Among the larger deals was the Corient transaction for Geller's family office business, an
Who's Moving Where In Wealth Management? – Callan Family Office
The latest senior moves, appointments and personnel changes in the North American wealth sector.
US Wealth Managers Merge, Expand Footprint
The merger enhances one of the party's capabilities in areas such as serving UHNW individuals, and
Callan Family Office Launches Tax Management Program
The firm said the benefits from the tax overlay program include greater control over capital gains
Callan Family Office Launches Business Transition, Transaction Offering
The fact that such an offering is being rolled out speaks to the amount of corporate activity, some
RIA Builds Financial Admin Arm For UHNW, Single-Family Office Clients
The development speaks to how the unglamorous but vital task of financial administration is so
Exclusive: Focus On Mediolanum’s ESG-Focused Funds
After recently rolling out nine ESG-focused funds, investment managers at a European firm and KBI
Callan Family Office Launches Governance, Education Program
The offering from the firm taps into how governance of families and education are crucial areas,
Digital Digest: The Latest Tech News – Proteus, M Financial
The latest technology news in the wealth management sector from around the world.