Calamos has insight into the unique challenges facing closely-held businesses and their
owners. Our services are built to support business-owners through various stages including
business building, personal wealth creation, business transition, and preservation.
Our solutions are tailored to each client and based upon our own years of experience
building value, managing an enduring business, transitioning ownership and going public.
As a publicly traded and employee owned firm, we're able to focus on the needs of our
clients today, tomorrow and into the future. Our clients benefit from the integrity,
stability and reliability that are inherent in our corporate structure.
For many of our clients, their business accounts for a majority of their personal wealth.
Calamos Wealth Management has experience in working with clients to help meet the financial
needs of the business while also considering personal wealth objectives.
We work with internal and external specialists and professionals to explore the company's
need for capital, the management succession plan, the asset allocation in personal
portfolios, family income needs, as well as many other items.