Wealth Strategy Insights
Family Matters: Money & Wealth Conversations
What to say and when to say it.
Talking about money and wealth is often difficult—and can be especially awkward across generational lines. This edition of Family Matters gathers input from Calamos Wealth Management experts on how to teach young children positive attitudes about money and how to prepare older children and young adults for stewardship of family wealth.
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.