Building A Strong Foundation

Calamos Trust Services provides trust solutions for clients whose financial, family office or business needs require the services of a professional fiduciary. We 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 investment advisor
Calamos Trust Services**
  • 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 solution.

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 Trust Services delivers a comprehensive, locally- managed trust services solution. In-person meetings with Calamos Trust Services representatives combine with the resources of a federally chartered trust company to provide comprehensive solutions and peace of mind to clients.

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Investment Expertise*

Calamos Wealth Management serves as the fiduciary and investment advisor with the full complement of trust service professionals.

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Cost Effective

Clients benefit from a competitive fee structure, afforded through the scale and efficiencies of a national trust services provider.

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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.

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Relocate with Ease

With affiliated national coverage, clients can relocate seamlessly to another state with no concerns about a move affecting their trust administration.

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South Dakota

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, LLC

Trust Services
  • Revocable Trusts
  • Charitable Trusts
  • Irrevocable Life Insurance Trusts
  • Special Needs Trusts
  • Irrevocable Trusts
  • Institutional Trusts
  • Agent for Trustees
Custodial Services
  • Securities safekeeping
  • 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
  • Deposit Solutions
    • 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 Trust Services, contact:

  • Calamos Trust Services
  • 2020 Calamos Ct.
  • Naperville, IL 60563
  • Ph. 1-888-857-7604
* 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