Tampa
Allison Constant
Senior Vice President, Family Office Services
Allison Constant meets regularly with Family Office clients and is a central point of contact for clients’ external advisors. In addition to an array of responsibilities, she prepares and maintains clients’ personal financial statements and reviews the accounting and financial reporting for all business entities, including cashflow analysis and estate tax calculations. She has an established career in the financial industry, having served as an estate planner for a regional family office, assisting clients in developing and implementing their estate plans. Earlier, she was the Controller of 26 subsidiary companies, managing tax reporting, human resources, and accounting. Allison graduated Magna Cum Laude from the University of South Florida where she earned her bachelor’s degree in accounting. She is a member of Beta Gamma Sigma and a dedicated volunteer at the Humane Society and SPCA.
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