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Where Family Trees Flourish
Helping your family tree flourish
Families of significant wealth often share similar aspirations but every family is also unique. At Hawthorn, we believe managing wealth is about matching strategies with your specific goals such as preserving what you have already worked hard to achieve and securing an impactful legacy for the future.
Achieve Goals that Matter Most to Your Family
Investing &
Preserving Assets
Preparing the
Next Generation
Business Continuity
& Succession
Defining
a Family Legacy
Engaging in
Philanthropy
Transferring
Wealth
Our unique approach to serving wealthy families includes preparing wealth for your family and preparing your family for wealth.
Preparing Wealth for Families
We offer core wealth management services and
business continuity and succession consulting to protect your wealth.
Preparing Families for Wealth
The Institute for Family Success was created to help families prepare for the benefits, responsibilities and challenges of significant assets.
Services
Investment, Financial, Family
News & Insights
Insights & Ideas to Guide Your Path
Join Our Webinar: Financial Creatives
If you or someone in your family is…
- smart, but unengaged by most financial presentations
- fearless, but uneasy in conversations about assets and liabilities
Explore the challenges and advantages of being — or living with — a financial creative in the 21st century.
Wednesday, January 27 from 2:00 – 3:00 PM ET
On the Blog
Now on Hawthorn: Reflections
What's a Financial Creative?
Many families have creatives in their midst but don't recognize them because they're not practicing culturally recognized arts. This month's blog is for those creatives who would like to be better able to contribute to the financial issues of the family—but in their language.
