Asset Custody, Accounting Support and Administrative Services

“Hawthorn promises to help keep wealthy families wealth by easing the complexities of wealth. We do this through a comprehensive array of wealth management capabilities and a broad complement of administrative support services.” Richard Henry, CPA, CFP®, Senior Vice President and Managing Director, Chief Administrative Officer

Asset Custody, Accounting Support and Administrative Services

A key element of the Hawthorn Promise is our commitment to easing the complexities of wealth. While that clearly encompasses the significant strategic planning and decision making common to all families of wealth, it also reflects Hawthorn’s ability to help ease the burden of day-to-day tasks.

Customized, Comprehensive Administrative Support

Behind every wealth management strategy, there are countless administrative tasks: calculations, reports and forms.  Families have personal administrative chores as well. Through our own resources, affiliated firms and a carefully-vetted network of service providers, we offer our client families a comprehensive array of support services.

  • We provide asset custody, acting as a financial secretary to perform directed services such as placing trades, collecting interest and dividends or settling purchases and sales. When you request funds, we promptly disburse them.

  • Our administrative services include statements and reports tailored to your needs.  Based on your specifications, we can aggregate or segment assets that are spread among multiple households, individuals and generations and we can consolidate assets and transactions from various brokers and investment managers.  We also provide sophisticated performance reporting.  Our secure on-line client access lets you view your account status and obtain detailed reports at your convenience.

  • We provide fiduciary tax preparation for trusts, account tax information, and, under a separate agreement, we can prepare personal income tax returns.

  • We can also help with your personal administrative needs including bill payment, real estate management, concierge services for travel or entertainment, private aviation and identity protection. Through our extensive network of providers and our own professional staff, we strive to meet all of your personal administrative needs.

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