As business owners contemplate retirement, complex issues often emerge: Have successors been identified? Are they prepared to manage the business? Are there siblings inside the business and outside the business? Integrating business management issues, psychological issues and estate planning issues can be a perplexing process. Our wealth strategist team has a depth of experience in guiding clients through the often emotional process of wealth planning for a family business.
Psychological issues relating to children in and out of the business (when “fair” is not “equal”)
Voting and non-voting ownership issues
Puts and calls for non-employee family shareholders
Redemptions, sales, gifts of interest in the business
Insurance as an additional planning tool
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.