The Diamond Podcast: Certuity’s Constantine Hatzivassiliou
Many advisors spend years mastering investments, but for affluent families, portfolio management is often just the starting point.
Jason Diamond welcomes Constantine Hatzivassiliou, partner at Certuity, to discuss how his journey from aspiring professional golfer to leader of a nearly $5 billion multi-family office shaped his approach to client service. Their conversation explores why trust is earned long before a crisis, how family office services evolve naturally from client needs, and why the advisor’s role increasingly resembles that of a quarterback coordinating every aspect of a family’s financial life.
The discussion also examines organic growth, referrals, fiduciary advice, private equity’s impact on the RIA landscape, and the qualities that allow advisors to become indispensable over decades—not just market cycles.
The Storyline
Many advisors spend years perfecting investment management. But as clients become more successful, the job changes.
The questions become bigger than portfolio construction. A business is being sold. A family dynamic shifts. A tax issue emerges. An estate plan needs updating. Suddenly, the advisor isn’t simply managing assets—they’re coordinating decisions, relationships, and emotions.
For Constantine, that broader role was shaped long before he entered wealth management. As an aspiring professional golfer, he learned lessons about discipline, preparation, and performing under pressure that continue to influence how he serves clients today.
Jason and Constantine explore how Certuity grew from approximately $210 million in assets to nearly $5B, not through acquisitions but through referrals and a service model built on becoming indispensable to the families they advise. Constantine explains why he believes the best advisors function more like quarterbacks than portfolio managers, orchestrating the many moving pieces that come with significant wealth.
The conversation also examines the evolution of the multi-family office model, the role of fiduciary advice, the impact of private equity on the advisory landscape, and why experience, judgment, and trust remain the qualities clients value most.
Ultimately, this episode is about what it takes to become the first call when life – not just the markets – becomes complicated.
Topics Covered
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Lessons from professional golf that translate to wealth management
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Building Certuity from $210mm to nearly $5B in assets
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What distinguishes a multi-family office from a traditional RIA
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Why referrals fuel long-term organic growth
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Becoming the “first call” for affluent families
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Fiduciary advice and the evolution of the advisory profession
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Family office services beyond investment management
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Private equity and M&A in the RIA space
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Developing the next generation of advisors
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Trust, relationships, and lifetime client service
