Advice & Planning
A Holistic Approach to Wealth Management
Our approach begins with a strategic plan that addresses the unique needs and goals of the individual and family. We surround our clients with the resources and talent needed for their unique circumstances.
Executive Compensation & Business Transition
- Concentrated positions
- Post-sale of a family business
- Preparing for post-sale transition
- Management of sale of business proceeds
Asset Protection Planning & Risk Management
- Domestic asset protection trusts
- Insurance review and planning
- Premarital agreements review
- Family limited liability companies
Retirement & Financial Planning
- Beneficiary designation planning
- Stretch planning for retirement benefits
- Cash flow analysis and planning
- Multi-state income tax planning options
Comprehensive Estate Planning
- Addressing Changes to State Transfer Taxes
- Transfer Tax Planning in Periods of Low Interest Rates
- Roth IRA Conversions for Transfer Tax Planning Purposes
- Multi-Generational Gift and Legacy Planning Opportunities
Charitable Giving & Legacy Planning
- Private Foundation Planning
- Donor Advised Planning Opportunities
- Structuring Major Gifts
- Use of Charitable Gift Trusts
- Outright Gifting
Income & Tax Planning
- Roth IRA Conversion planning
- Planning ahead for Federal tax issues
- Planning ahead for changes to individual and capital gains rates
- Charitable gifting
- Intra-family transfers
Calamos Wealth Management and its advisors do not provide accounting, tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
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