Legacies that are lived purposefully in the present allow a family to define itself beyond financial worth, while also making it easier to handle complex wealth issues and achieve peace of mind.
The first step is to reflect carefully on your life, your values and your goals, determining where you want to go and what you want to achieve. By working together and consulting with specialists in family dynamics, Hawthorn can guide you on your legacy journey. At Hawthorn, we know that at its heart, wealth planning is about matching strategies with aspirations. Our experience shows that legacy thinking drives successful outcomes in every area of a person’s life – from financial circumstances to family relationships to philanthropic impact.