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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.
*Calamos Private Trust is a Trust Representative Office of National Advisors Trust Company; a 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. First State Trust Company, is a Delaware state-chartered trust company serving as trust administrators for wealthy families since 1982 in all 50 states. Trust services provided in conjunction with unaffiliated chartered trust companies. ** Services made available through TriState Capital’s Private Bank or The Bancorp Bank. Services may also be provided through Goldman Sachs Private Bank Select or U.S. Bancorp (in partnership with Fidelity Custody & Clearing Solutions).
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