Hawthorn believes early and ongoing education provides the next generation with a foundation for good decision-making that will help sustain your family’s wealth and legacy. Through specialized advisory resources we can help your family prepare the next generation to be good custodians of your family’s legacy.
Interest in Responsible Investing strategies is often a common thread among generations. We have found younger family members feel particularly inspired to align their investments and their values. Responsible Investing has been an element of our investment process for some time. In addition to helping families uphold their personal principles, we believe conversations about Responsible Investing help family leaders instill their values in upcoming generations, while also building stronger family connections.
At Hawthorn, we understand that growing up in a family of wealth does not automatically impart the emotional or financial intelligence to manage that wealth. We also realize that, like many family leaders, you probably want to share more than material assets. You hope to pass on beliefs and values as well. Hawthorn advisors serve as guides for the next generation, helping families share knowledge and build trusting relationships. We start by capturing life stories and lessons so that family education efforts underscore your values, mission and financial goals. Our programs are age and knowledge-appropriate and cover issues ranging from investment basics to money management and family dynamics.