The Diamond Podcast: Certuity’s Constantine Hatzivassiliou
Many advisors spend years managing investments, but for wealthy families, portfolio management is often the starting point.
Jason Diamond welcomes Konstantin Hatzivasiliou, a partner with CERTUITY, to discuss how his journey from aspiring professional golfer to head of a nearly $5 billion multifamily office has shaped his approach to client service. Their discussion examines why trust is found before a crisis, how family office services can evolve with client needs, and how the advisor’s role has increasingly evolved from coordinating each family’s financial life to quarterly returns.
The discussion will also examine organic growth, referrals, fiduciary advice, the impact of private equity on the RIA landscape, and the attributes that will enable advisors to remain relevant not just through market cycles, but over decades.
Story line
Many advisors spend years perfecting investment management. But the work changes when customers become more successful.
The questions will be more than portfolio building. Business is being sold. Changes in family dynamics. A tax issue came up. Estate planning needs updating. Suddenly, the advisor isn’t just managing assets—they’re coordinating decisions, relationships, and emotions.
For Constantine, that broader role was shaped long before his foray into wealth management. As a 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 Certiuti grew from $210 million in assets to nearly $5B, with a service model built not on acquisitions, but on the importance of referrals and the families they recommend. Constantine explains why he believes the best advisors act more like quarterbacks than portfolio managers, putting together the many moving pieces that come with wealth.
The discussion also examines the evolution of the multifamily office model, the role of fiduciary counsel, the impact of private equity on the advisory landscape, and why experience, judgment, and trust are attributes that clients value.
Ultimately, this episode is about what it takes to be the first call when life — not just the markets — gets complicated.
Topics covered
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Lessons from professional golf that translate to wealth management
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Construction approvals from $210 million to nearly $5 billion in assets
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What sets a multifamily office apart from a traditional RIA?
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Why referrals fuel long-term organic growth
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Being the “first call” for rich families
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Integrity counseling and the development of the counseling 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 mentors
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Trust, relationships and lifetime customer service
