Trust & Lending
Building a Strong Foundation
Calamos Trust Services, together with our partners, can address even the most complex needs by building a strong foundation of trustee and investment management solutions, enabling families to protect their wealth and gain confidence about the future of their estates.
A well structured estate plan is an important and everlasting gift that can provide your family peace of mind.
Trust Services
- Revocable trusts
- Charitable trusts
- Irrevocable life insurance trusts
- Special needs trusts
- Irrevocable trusts
- Agent for trustees
- Dynasty trusts
- Grantor trusts
- Family trusts
- Private family foundations
Private Lending Services
The variable and fixed-rate lines of credit we make available through our partners can be used to finance any number of transactions such as:
- The purchase of real estate
- Luxury items
- Business investments
- Debt refinancing
- A bridge for personal or business expenses while awaiting a liquidity event
Liquidity Without Liquidation
As part of our extensive suite of services, Calamos Wealth Management can arrange for tailored lending solutions with its private lending and banking partners*. It’s a convenience that can help many high net worth individuals and families meet their immediate needs and achieve long-term objectives by using securities-backed lines of credit to generate short-term liquidity. This allows security-based assets to remain invested—liquidity without liquidation.
Without liquidating your investments a securities based line of credit provides smart leverage to satisfy a number of financial needs.