Calamos Wealth Management

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Solutions

Our solutions provide clients with access to comprehensive wealth planning through a custom investment approach and systematic wealth planning.
Investments

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Trust & Lending
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Insights

Access perspectives on the markets, investment strategies and and how our advanced wealth planning can help clients achieve their goals.
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About
About

Our guiding investment philosophy is based on the belief that by combining a global asset allocation framework with alternative investments we can achieve an optimal balance between return and risk.
Our Firm

Leadership Team

Our Team

Spousal Lifetime Access Trusts (SLATs)

December 5, 2019

The Spousal Lifetime Access Trust (SLAT) is a flexible estate planning tool that can provide families wealth stability, though it should be employed within overall goals.

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The Grantor Retained Annuity Trust (GRAT)

November 6, 2019

Learn how a Grantor Retained Annuity Trust (GRAT) can freeze the value of an asset while passing the appreciation of that asset onto beneficiaries free of gift and estate tax.

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Case for Appointing a Corporate Co-Trustee

July 30, 2019

Based on consultation with advisors and legal professionals, you need to weigh the benefits of involving a corporate trustee and decide who is best suited for this role.

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