Family Matters: Generational Wealth Transfer

25 May 2019

This installment of Family Matters addresses ways to think about dividing estates among children or other heirs. With input from Calamos Wealth Management’s Senior Vice President, Head of Wealth Strategy and Trust Services, Nancy Anderson and Senior Wealth Advisor, Richard Gotterer, this article can help orient you whether you’re seeking to maximize equality or, at the other end of the spectrum, to leave a particular child out of a will entirely.

We created the Family Matters insight series to spark ideas and spur conversation among family members on a wide range of important financial topics. They’re purposely written as a primer for more in-depth discussions with your Calamos Wealth Management advisor on how the matters presented will apply to you and your family’s unique situation. We hope you find that the multi-generational lens by which topics are revealed promote pass-along readership to multiple family members. Your Calamos Wealth Management advisor is available to all members of your family to provide guidance on matters you care about most.

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