Alison Marckstadt has nearly 20 years of experience serving in a number of roles within the Private Equity and Wealth Management industries, as well as Single Family Offices, supporting successful entrepreneurs and investors alike. In 2020, Alison, along with a partner, co-founded Succession Advisors, an online platform providing education and resources around all areas of wealth outside of investments. Prior to, she was the Vice President and Client Relations expert at Caprock, a multi-family office, focused on developing and advising clients on customized wealth strategies. Previously, Alison supported Tom Barrack the Founder and Chairman of Colony Capital, where she provided day-to-day oversight and management of the various aspects of his public and private businesses, in addition to being an Executive within his Single-Family Office.  

 

Currently, in addition to Succession Advisors, Alison consults for a number of Family Offices providing advisory services and expertise in various areas serving the unique needs and goals of the individuals and families, with a focus on overseeing and coordinating all aspects of the family office's operations, including risk and crisis management, strategic planning, project management, policy development, governance, and operations optimization. 

Alison graduated from Vassar College in 2005 with a major in Philosophy and a minor in Chemistry.  She obtained her Series 65 designation in 2019 and is a certified Real Colors Facilitator (2022).