Craig Caldwell

About Craig Caldwell

I help business owners and families protect what they\'ve built, grow it more efficiently, and transition it on their terms-while minimizing unnecessary tax exposure and risk.As a second generation owner of Caldwell Trust Company, I provide integrated planning across:• Estate planning and trust strategies• Business exit and succession planning•Structuring businesses to increase profitability•Employee benefits and insurance risk management•Key employee retention• Strategies to legally minimize income, estate, and capital gains taxesA critical part of long-term business success is managing risk-not just financial, but operational and human capital risk. We work with business owners to design, implement, and oversee employee benefit programs and insurance strategies that protect the company, attract and retain talent, and reduce hidden liabilities.Our team collaborate closely with CPA\'s, attorneys, and other advisors to ensure each plan is cohesive, practical, and aligned with the owner\'s long-term goals. Our approach is proactive, customized, and focused on measurable outcomes-not one-size-fits-all solutions. I welcome conversations with business owners, CFO\'s, HR and professional advisors looking for comprehensive planning and smarter risk management.

Experience

1. President & CEO

   Caldwell Trust

   Jan 2020 — Present · Columbia, SC, US

   I work with a select group of individuals and business owners to help coordinate their investment, financial, and estate planning affairs as well as help them manage their risk exposures.