Helping legacies and intentions endure across generations
An elevated level of trust services and family office resources
Building A Strong Foundation
Calamos Private Trust provides trust solutions for clients whose financial, family office or business needs require the services of a professional fiduciary. Calamos Private Trust is a Trust Representative Office of National Advisors Trust Company (NATC)*, one of the largest federally chartered trust companies created by registered investment advisors for the benefit of their clients.
Calamos Private Trust can build a strong foundation of trustee solutions designed to help clients protect their wealth and gain confidence around the future of their estates.
A collaborative approach to develop a complete solution:
Estate Planning Professional
Selected by client
Works with the client directly to recommend and establish the appropriate trust
Prepares document appointing corporate trustee, co-trustee or agent for trustee in addition to
Calamos Private Trust**
Ensures safekeeping of all trust assets
Performs trust administration duties as outlined in the trust document such as distributions,
statement production, tax reporting and bill paying
Provides principal and income trust accounting
Calamos Wealth Management
Oversees the client/investment advisor/trustee relationship
Manages the investments in accordance with the trust document while developing and employing tax and
estate planning strategies
**Services provided through partnership with NATC.
Why Consider an Agent For Trustee Relationship?
The administrative aspect of serving as trustee of a trust is time-consuming and challenging. Trustees must
ensure that all administration, accounting and other oversight matters are in compliance with jurisdiction
regulatory standards and in keeping with the intent of the trust. It can pose a burden and potential liability
to those appointed as trustee – such as a family member, attorney or close friend. That is why having a trust
company act as the Agent for Trustee is an option many individuals are employing as part of their overall trust
By appointing an Agent for Trustee, the owner of the Trust (or the individual appointed as trustee) retains
fiduciary responsibility, while the agent provides asset custody, customized financial reporting, tax reporting
and trust officer support. Calamos Wealth Management continues to work directly with the client to manage trust
assets in accordance with stated financial goals, objectives, timeline and tolerance for risk.
Locally Managed Trust Service
Calamos Private Trust delivers a comprehensive, locally- managed trust services
solution. In-person meetings with Calamos Private Trust representatives combine with the resources of a
federally chartered trust company to provide comprehensive solutions and peace of mind to clients.
Relocate with Ease
Calamos Wealth Management serves as the fiduciary and investment advisor with the full complement
of trust service professionals.
Clients benefit from a competitive fee structure, afforded through the scale and efficiencies of
a national trust services provider.
In addition, the Corporate Directed Trustee model can provide options for fiduciary roles
including Distribution Advisor, Trust Protector and Unique Asset Advisor. These may provide a means to better meet the
objectives of the trust and needs of the beneficiaries.
Relocate with Ease
With affiliated national coverage, clients can relocate seamlessly to another state with no
concerns about a move affecting their trust administration.
For grantors seeking solutions to address unique requests or to solve for complex issues,
National Advisors Trust of South Dakota, a wholly owned subsidiary of National
Advisors Holdings, Inc., provides services that take advantage of South Dakota’s unique
jurisdiction and progressive trust legislation for protecting and passing on wealth.
* Investment Services provided through Calamos Wealth Management,
Irrevocable Life Insurance Trusts
Special Needs Trusts
Agent for Trustees
Income collection from securities
Settlement of securities trades as directed
Payment of funds when directed
Timely statement delivery
Custody for alternative investments
Private Banking Services***
Lending Solutions (Secured by Marketable Securities)
Non-Purpose Lines of Credit
Non-Purpose Term Loans (1-5 year fixed rates)
Letters of Credit
Checking and Money Market Accounts
Certificates of Deposit
Online Banking and Bill Payment
Retirement Plan Services
IRAs: custodian or trustee
Defined Benefit Plans
401 (k): daily valuation platform
Defined Contribution Plans
Roth 401 (k) feature within a 401 (k) plan
*** Services made available through TriState Capital’s Private Bank
and The Bancorp Bank in partnership with National Advisors Concierge Services
To learn more about working with Calamos Private Trust, contact:
Calamos Private Trust
2020 Calamos Ct.
Naperville, IL 60563
* National Advisors Trust Company, is federally chartered and regulated
by the Office of the Comptroller of the Currency (OCC), a bureau of the U.S. Treasury Department, and is
authorized to do business in all 50 states. It is a member of the Federal Deposit Insurance Corporation (FDIC).
By law, client assets are segregated from the capital assets of National Advisors Trust and are not subject to
potential creditor claims against the trust company. As an independent trust company created by the client’s
trust advisor, the trust company’s primary responsibility is to ensure the safekeeping of investment assets
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