Constellation Wealth Capital

Procyon Partners they are providing services for institutions and retirement plans, as well as personal wealth management services to individuals and families.

Bogart Wealth is a professional services firm specializing in wealth management. It caters to corporate executives, professionals, and families, providing a comprehensive range of services including financial planning, retirement planning, real estate planning, cash flow management, investment advice, and tax preparation. The company is distinguished by its commitment to a fiduciary standard of care, tailoring strategies to each client's unique needs, and fostering a collaborative team environment to ensure clients' long-term financial well-being and the preservation of intergenerational wealth.

Cresset Partners, LLC, established in 2017 and headquartered in Chicago, Illinois, is a principle investment firm specializing in direct and curated private investments. The company focuses on multi-family real estate investments, targeting properties in lease-up, development equity, preferred equity, value-add, urban, and first-ring suburban locations. Additionally, Cresset invests in private equity, with a preference for businesses in the financial services, healthcare, technology, education, and business and consumer services sectors, typically with over $5 million in EBITDA. The firm seeks GP and LP investment positions, with a holding period of seven to ten years, and usually invests between $10 million and $100 million. Cresset aims to provide access to top talent, ideas, and investment opportunities, previously available only to the largest single-family offices and endowments.

Alvarium Tiedemann is a financial solutions company specializing in wealth and asset management. It provides a comprehensive range of services, including wealth planning, investment management, impact investing, and trusts and estate services. Established as a boutique firm, Alvarium Tiedemann leverages deep industry expertise to transform ideas into effective strategies and solutions for its clients. The firm, which is based in New York, operates with a governance structure that includes a board of directors and an Investment Advisory Committee, ensuring a high standard of management and oversight. Through its connected ecosystem, Alvarium Tiedemann offers tailored advice and investment opportunities, aiming to meet the diverse needs of its clientele.

Lido Advisors, LLC, established in 2001, is an employee-owned investment management firm headquartered in Beverly Hills, California, with multiple offices across the United States. The company specializes in providing wealth management and philanthropy advisory services to a diverse range of clients, including high net-worth individuals, families, charitable organizations, and institutional investors. Lido Advisors invests in public equity and fixed income markets, offering alternative investment strategies such as portfolio management, volatility management, and long-term growth strategies to ensure stable cash flow for its clients.

AlphaCore provides financial plans and investment solutions that help to reduce portfolio risk with wealth management advisory services.