Where Family Trees Flourish
How Do We Compare?
It’s universal: everyone wants to know how they measure up, and ultra-high net worth families are no different. The Family Success Factors Assessment gives families a way of answering that question.
Legacy Preservation: The Stories and Values Behind the Wealth
Along with preserving wealth, families can now preserve and bequeath their legacy — the stories and values that explain their success.
Welcoming New Family Members isn’t Enough—On-Boarding Outsiders
If you don’t think that on-boarding new family members matters, you may want to ask Her Majesty Queen Elizabeth II for a second opinion or read the rest of this article.
The Family Retreat: Regeneration, Resilience and Reflection
Gather as a family to purposefully discuss your goals related to wealth, assess and develop 7 Family Success Factors and enhance family ties.
Learn why most successful families develop a shared vision for their future together, how they go about it, and what impact it has on their well-being.
Lithium batteries are already the choice energy source for many products, and consumption is expected to grow considerably over the coming decade.
2 min read
Advances in FinTech are poised to lead future generations of growth across capital markets, the financial services value chain, and developing economies.
2 min read
Social media has the potential to act as a disruptive force across many industries, driving innovation, boost cost savings, and target consumers.
2 min read
We developed a process to capture opportunities with new products or technologies with the potential to disrupt existing markets.
3 min read
This emerging technology is in the early stages of development, and the number of potential applications could be tremendous.
4 min read
Genomics is a branch of biology focused on the structure, function, evolution, and mapping of genomes, the complete set of DNA in the single cell of an organism.
6 min read
Learn about the technological advancements, trends, or shifting consumer preferences powerful enough to affect market performance across multiple industries.
60:30 min video
There is the opportunity for virtually all industries to incorporate new AI/robotic technologies into their processes.
3 min read
Water scarcity is a critical issue, and government leaders are faced with the challenge of providing an adequate water supply.
3 min read
Transferring Family Wealth
What will happen to your family's vacation home in the future?
9 min read
Risk Management
A prenuptial agreement can help keep family wealth in the family. Read about what a prenup is, when it is needed and key considerations when entering one.
12 min read
Transferring Family Wealth
The annual exclusion amount permits donors to give without facing a gift tax. What should you consider in regards to annual exclusion gifting?
7 min read
Markets & Economy
A summary of some CARES Act tax relief provisions designed to help business owners.
5 min read
Business Continuity & Succession Planning
The most effective business plan is one that understands the owner’s personal financial situation and strategic plans for the business.
8 min read
Living Well
Building children’s resilience requires lifelong learning. Join the Hawthorn Institute for Family Success for a lively conversation about how to define, achieve and sustain family success in the midst of change.
57:51 min video
Living Well
Building children’s resilience requires lifelong learning. View this discussion on the opportunities — and challenges — of financial parenting in complex times.
50:29 min video
Transferring Family Wealth
Basis planning may help lower capital gains taxes on assets you leave to your heirs—ultimately making it possible for them to enjoy more of their inheritance.
9 min read