Caroline Calder

Background

About Caroline Calder

My goal is for trust, integrity and mutual respect to form the basis upon which I provide guidance to clients on the accumulation, preservation and transfer of their wealth. Taking a collaborative approach, my clients and I create comprehensive investment and wealth management strategies specific to their situations. With professional knowledge and experience acquired over 30 years of working with both institutions and individuals with significant wealth, I am committed to helping provide perspective, objectivity and understanding. I work with business owners, executives and professionals, family offices, endowments and foundations. Of particular focus is working with women investors who want to expand or sell a business, plan for retirement, create and manage a foundation or family office, are facing eldercare decisions, a divorce or the death of a spouse/partner. Giving back to the community is a priority. I serve as a volunteer member, Board or Committee member of non-profit organizations whose missions I believe are vital to and positively impact the constituencies and communities served. I also enjoy spending time with friends and family, playing golf, tennis or traveling.