For many clients, the core of their wealth is in a closely held business. A wide variety of issues affecting a family business may have a significant impact on wealth accumulation and preservation. We consults with families about integrating wealth management issues with business issues, and then integrating these strategies within their overall wealth management plan.
- Management and ownership bifurcation strategies
- Entity structuring strategies
- State compliance/ tax issues
- Tax issues (particularly related to S-Corps, LLCs and partnerships)
- Shareholders and operating agreements strategies
- Employment agreements
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.