Many of our clients have spent lifetimes and generations creating wealth. The complexities of preserving this wealth and passing it on to future generations may often seem daunting. We can assist our clients and their financial advisors in creating a lasting, cohesive legacy that reflects personal goals, values and objectives. Our wealth strategies team consults with our clients on areas such as long-term trusts, charitable planning and estate tax reduction. We provide guidance on both technical topics as well as the day-to-day issues involved in an integrated wealth transfer plan.
-
Estate and trust administration, and dispute resolution
-
Wills, trusts and powers of attorney
-
State estate tax review and analysis
-
Charitable giving strategies
-
Insurance planning
-
Family investment vehicles (limited partnerships and limited libility companies)
-
Grantor retained annuity trusts (GRATs)
-
Grantor retained unitrusts (GRUTs)
-
Qualified personal residence trusts (QPRTs)
-
Charitable lead annuity trusts (CLATs)
-
Charitable remainder unitrusts (CRUTs)
-
Sales to grantor trusts
-
Valuation issues
-
Generation skipping tax trusts
-
Self-cancelling installment notes (SCINs)
-
Private annuities
Unless the context otherwise requires, references to "Calamos" refers to Calamos Asset Management Inc., and its subsidiaries, including CWM and CAL. For a detailed history of Calamos Wealth Management and its affiliated entities, please see "Our History" under the "Our Firm" tab, or click here.
Wealth Strategy professionals are available to consult with clients in a wide variety of issues associated with the accumulation, preservation and transfer of family wealth. Upon a review of existing planning documents, asset holdings and income tax returns, a Wealth Strategist assists clients with the design and understanding of strategies intended to minimize taxes, protect assets, and promote family harmony. Calamos Wealth Management and its representatives do not provide accounting, tax or legal advice. Each individual's tax and financial situation is unique. In considering this material you should consult your accounting, tax and/or legal advisor for advice and information concerning your particular situation.
Calamos Wealth Mangement LLC is a federally registered investment advisor. Part 2 of Form ADV is a brochure which provides background information about the firm and its business practice. To access the brochure you can click here to download, or upon written request to: Calamos Wealth Management LLC, 2020 Calamos Court, Naperville, IL 60563-1787, Attn: Compliance Officer.