Legacy Wealth
Perpetuating wealth can be a challenge. Affluent families seeking a legacy need help carving that path. Sharing in the success of family wealth is an honor, and we enjoy helping families continue to grow their legacy for future generations. Our role is to help affluent families define their goals, understand risks and rally around shared values.
We understand that everyone has different needs and aspirations, and so we leverage our decades of estate planning experience to not only provide a clear picture of the entire family estate, but also to engage your next generation through education and conversation. From succession planning to charitable donations to long-term wealth distribution, we’re here to support your financial vision and legacy giving objectives for decades to come.
We understand that everyone has different needs and aspirations, and so we leverage our decades of estate planning experience to not only provide a clear picture of the entire family estate, but also to engage your next generation through education and conversation. From succession planning to charitable donations to long-term wealth distribution, we’re here to support your financial vision and legacy giving objectives for decades to come.
Find out why private investments may be your key to portfolio diversification.
Meet some of our Wealth Advisors
Constellation is the conjunction of inspirational leadership, forward-thinking advisor teams, and unparalleled operational support that, when combined, enables exceptional navigation for our clients.
