Constellation Raises $1B in First Fund
WealthManagement.com
WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning.
Constellation Wealth Partners, the private equity firm founded by former Emigrant Partners CEO Karl Heckenberg focusing on wealth managers, has closed its inaugural fund with more than $1 billion in capital commitments.
The Constellation Wealth Capital Fund includes partners ranging from insurance companies and endowments to foundations, asset managers and fund-of-funds. According to the firm, the fund was oversubscribed, and Heckenberg stressed the “significant market opportunity” in working with wealth management firms at “inflection points” in their growth paths.
Top Stories For This Week
Follow the New Trusts & Estates LinkedIn Page
Connect with us on LinkedIn!
We’re excited to announce the launch of the official Trusts & Estates (Part of WealthManagement.com) LinkedIn page!
As the leading information source for estate planners, financial planners, insurance professionals, and wealth advisors, Trusts & Estates delivers the insights you need to better serve high-net-worth individuals, families, institutions, and foundations.
PODCAST ALERT ??
领英推荐
Focused on the Future: Professionalizing Your Advisory Firm for Future Success
In this episode of the Focused on the Future Podcast, veteran industry leader Suzanne Siracuse hosts the dynamic duo of Shannon Spotswood , CEO, and Abby S. , chief growth officer, from RFG Advisory .
Listen as they wrap up Season 2 with an insightful discussion on what it takes to build the RIA of the future.
WEBINAR - GrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor
This dynamic 90-minute event will showcase how leading technology firms are empowering advisors to drive growth, improve client satisfaction, and scale their practices. Don’t miss this opportunity to stay ahead of the curve.
Sponsored by Orion
Available On Demand
Don't forget to SUBSCRIBE to our Newsletters!
Are you getting our content?
Wealth Management advisors need insight on ESG Investing, ETFs and other investing strategies.??That's why we created free newsletters like Investment Strategies, weekly must-read investment insights delivered directly to your inbox.
Sign up to receive the insights, trends, and analysis needed to stay in the loop on the developments in the financial services industry. Find the newsletter that's right for you by clicking on the link below.
Partner at Dominus Capital
2 个月Congratulations Karl, wishing you continued success!
Board-Certified Gastroenterologist & Private Healthcare Navigator | High-Touch Patient Advocacy for Family Offices, HNWIs, RIAs, Private Households, Individuals, C-Suites
2 个月Nice recognition and acknowledgment of Karl Heckenberg. Nice growth. ↗? Happy Holidays!?& Happy New Year! Karl Heckenberg to add. ? O ? ? ?? ? O ? ? Also, on behalf of Executive Health Navigation