Constellation Wealth Advisors has been built to serve you.
The most affluent families, like yours, have a unique set of needs that stretch beyond those serviced by the typical financial advisor.
When you meet with your advisory team, do you ever think, “What am I missing?” Are you looking for that one person who knows you and can answer questions about you and all your entities? Are you looking for a different, more progressive wealth management experience?
At Constellation Wealth Advisors, we offer the wealth management style and experience of a single-family office. Each of our families is paired with a dedicated wealth advisory team with the right experience and expertise for your financial challenges.
You’ve created a respected business, employed many, and grown your wealth. Let us help you multiply the fruits of your labor. Experience a strategic wealth plan that accounts for all the family’s assets–especially the business. Leverage our seamless collaboration with CFOs, CPAs, and attorneys via our Navigation Team Meetings to get experienced counsel for your business succession planning or major transactions.
Sharing your wealth is fulfilling yet complex. Let us engage with your family members across generations to better define your goals, understand risks, and communicate shared values. Constellation clients receive a blueprint that helps tax-efficiently protect your legacy wealth to future generations and support philanthropic passions.
High level executives deserve high levels of care. We can help maximize employee benefit programs including qualified and non-qualified retirement options, as well as annual equity awards. Let us manage concentrated stock portfolios, stock awards and deferred compensation. We can help you manage an investment plan that complements concentrated positions and high earners who can accept different types of illiquidity or risks. Let us help you address all your customized estate planning needs.
Professional athletes are highly experienced and specialized in their field. They need a financial advisor who’s equally advanced in wealth management in the professional sports world. Meet our pros who understand the unique needs of athletes and can simplify your financial life so you can focus on your craft.