Michael Calkin

Managing Director & Practice Lead at Alvarez & Marsal Private Wealth Partners

Speaker

Michael Calkin is the Co-Founder and the Practice Lead at Alvarez & Marsal Private Wealth Partners (AMPWP). He leads a team that works with ultra-high-net-worth families, business owners, and family offices, leading client engagements that require coordinated decisions across wealth planning, investment advisory services, tax considerations, and fiduciary administration.

AMPWP works with families and their trusted advisors to understand objectives, structures, liquidity needs, and governance priorities across their entire balance sheet. He then brings together AMPWP’s professionals to develop and execute a holistic strategy that aligns estate and trust planning, portfolio construction, and long-term stewardship.

AMPWP’s platform includes wealth planning, investment management, and family office support, with integrated collaboration with A&M Tax, an affiliate company, when tax planning, compliance, and reporting are relevant. Where appropriate, clients can also access corporate fiduciary capabilities through the A&M Trust Company N.A., including trust and estate administration and foundation services, subject to applicable approvals and requirements.

Before launching AMPWP, he began his career as an equity research analyst and portfolio manager at ASB Capital. He ran a family office for a large real estate family and was a senior private banker covering family offices at JP Morgan and Citi. He has been on the board of three fintech companies and is a guest lecturer at Miami University (Ohio) and Georgetown University. He graduated from Miami University (Ohio) and has his MBA from George Washington.