A successful wealth management plan protects assets—and family members—from unforeseen future circumstances. Our wealth strategy team guides and consults with families on the efficient use of insurance, trusts and a wide variety of additional techniques used to preserve family wealth. A comprehensive wealth management plan will address the risks associated with the accumulation of wealth and will minimize exposure to those risks, foreseeable or unforeseeable.
- Entity planning
- Insurance planning (property and casualty)
- Life insurance and annuities as an exempt asset
- Principal residence ownership structure
- Spendthrift trusts
- Domestic asset protection trusts
- Foreign asset protection trusts
- Pre-marital agreements
- Property classification planning
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.