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Founded over 25 years ago, Baskin Wealth Management is an independently owned investment management firm that provides customized wealth management solutions and services to families and foundations with $1 million or more to invest. We pride ourselves on our focus on families, making our top people available, and structuring our fees around the entire family.
With a strong emphasis on client service, and strategies that are made-to-measure, we are committed to protecting your capital and building your wealth. Our goal is to provide all our clients with managed growth and peace of mind.
Historically, the benefits for Constellation to stay as one company have included better access to capital for larger deals and enhancement of operations within acquired companies through sharing of best practices. As Constellation and the operating groups get larger, these become less important and factors such as employee focus and incentives become more important. Constellation has always operated in a decentralized manner but has continued to push autonomy down to the operating groups, most notably shifting the capital allocation down to the operating groups. Constellation today is often described not as one company, but six mini-Constellation Software’s under one umbrella.
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