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.
For many families of wealth, living their legacy includes a desire to promote their personal values through their investments. Responsible Investing has been an element of our investment process for some time and we continue to expand our capabilities to more effectively serve growing investor interest. Responsible Investing can be a natural complement to philanthropy by investing in enterprises that uphold principles meaningful to you and excluding those that act contrary to your values.
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.