Planning Designed Around Our Clients' Needs

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.

  • Concentrated positions
  • Post-sale of a family business
  • Preparing for post-sale transition
  • Management of sale of business proceeds

  • Domestic asset protection trusts
  • Insurance review and planning
  • Premarital agreements review
  • Family limited liability companies

  • Beneficiary designation planning
  • Stretch planning for retirement benefits
  • Cash flow analysis and planning
  • Multi-state income tax planning options

  • 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

  • Private Foundation Planning
  • Donor Advised Planning Opportunities
  • Structuring Major Gifts
  • Use of Charitable Gift Trusts
  • Outright Gifting

  • 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.
Client Executive Compensation & Business Transition ComprehensiveEstatePlanning Asset Protection Planning & Risk Management Retirement & Financial Planning Income & Tax Planning Charitable Giving & Legacy Planning
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