As part of our ongoing commitment to advance service excellence and innovation, Calamos Wealth Management (CWM) is pleased to announce a new collaboration with Ernst & Young LLP (EY US) to provide dedicated tax services to our clients.
Alongside Calamos’ core capabilities of investment advice, wealth planning, and trust services solutions, EY US, one of the world’s leading professional services firms with offices in 150+ countries, will provide tax preparation and advice, seamlessly broadening and enhancing our client experience.
“EY US’s comprehensive tax services offering complements Calamos Wealth Management’s deep asset/wealth management expertise,” said Joe Weidenbach, Senior Vice President and Head of Calamos Wealth Management. “They will help support the firm’s rapid growth in wealth management and complete our services roster in response to client needs.”
EY US tax professionals will support Calamos advisors and clients, enhancing capabilities in income tax, estate and philanthropic planning, and succession strategies. In today’s unpredictable global economy, proactive tax planning is essential for both businesses and individuals navigating the intricacies of ownership, wealth management, and regulatory compliance. Additionally, EY US professionals focus on the preparation of individual, trust, estate, foundation, business entity, and partnership tax return preparation. Calamos’ clients will gain access to such services.
Martin Fiore, EY Americas Vice Chair – Tax, said, “As the great wealth transfer accelerates, families, advisors, and institutions face increasingly complex financial decisions. EY US’s relationship with Calamos Wealth Management confirms that clients receive leading-class tax guidance tailored to different multigenerational needs.”
Today, Calamos Wealth Management, a Top RIA firm recognized by Forbes SHOOK, manages over $5bn, guiding our clients through continually evolving and often complex financial, market, and life changes. Calamos Wealth Management is part of Calamos Investments, a global investment firm with pioneering capabilities in risk-managed and alternative strategies, with over $46bn in assets under management.
This collaboration reinforces our commitment to providing holistic solutions that address the full scope of our clients’ wealth management needs. For more information, visit wm.calamos.com.
