Family Offices

With the end goal of wealth preservation for future generations, Constellation assists our clients with managing the investment activities of the family office. Constellation can establish or enhance your operating environment, technology platform, accounting and finance infrastructure and internal control and business continuity environment. Whether you are managing your family office or are offering those services to others, Constellation can help.

Constellation understands the unique challenges facing today’s family office. Recent market events have reinforced the need for robust risk management policies and procedures including investment and operational due diligence and consistent monitoring of investments.

Constellation’s team of experts has the experience and knowhow to perform both investment and operational due diligence. We analyze and evaluate complex investment structures and operating environments. Constellation has proprietary methodologies and tools that make our due diligence reviews informative and reliable. In addition to findings reports we provide meaningful advice and guidance to both our clients and the subject company.

For more information about Constellation’s services call 212.300.6250 or e-mail webmail( at )constellationinvest.com.