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Insights & Ideas
to Guide Your Path
Where Family Trees Flourish
Perspectives News
The actionable insights and strategies you need to protect and preserve your family's legacy.
Insights to Help Your Family Flourish
Institute for Family Success
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.
What Is a Family Vision & Why Do You Need One?
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.
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.
Watch the Latest Webinar Replay
Preparing Young Inheritors: Five Strategies to Success
It takes a village to raise a child — and nurture a young inheritor. We explore the 6 facets of what a prepared inheritor looks like and 5 steps for getting them there.
Investing & Preserving Assets
From Smartphones to Laptops – The Expanding Role of the Lithium Battery
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
Finding Investment Opportunities in Financial Technology
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: Key Driver of Future Revenue Growth
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
Align Your Investments with Rising Trends
We developed a process to capture opportunities with new products or technologies with the potential to disrupt existing markets.
3 min read
Internet of Things: What is it and What is the Potential?
This emerging technology is in the early stages of development, and the number of potential applications could be tremendous.
4 min read
Genomics: Opportunities in Precision Medicine
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
Investing in Tomorrow’s Themes Today
Learn about the technological advancements, trends, or shifting consumer preferences powerful enough to affect market performance across multiple industries.
60:30 min video
The Business Impact of Converging Artificial Intelligence and Robotics
There is the opportunity for virtually all industries to incorporate new AI/robotic technologies into their processes.
3 min read
Water Resources & Infrastructure
Water scarcity is a critical issue, and government leaders are faced with the challenge of providing an adequate water supply.
3 min read
Preparing the Next Generation
Transferring Family Wealth
Deciding the Future of the Family Vacation Home
What will happen to your family's vacation home in the future?
9 min read
Risk Management
Prenuptial Agreements: Key Considerations About Prenups
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
Annual Gift Tax Exclusion Explained
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
Business Continuity & Succession
Markets & Economy
Business Tax Provisions of the CARES Act
A summary of some CARES Act tax relief provisions designed to help business owners.
5 min read
Business Continuity & Succession Planning
Planning For Business Owners: Section 199A and Final Regulations
The most effective business plan is one that understands the owner’s personal financial situation and strategic plans for the business.
8 min read
Defining a Family Legacy
Living Well
Family Success: Resilience & Well-Being in the Midst of Change
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
Meaningful Moments in Financial Parenting
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
Engaging in Philanthropy
Strategic Philanthrophy
Private Family Foundations Annual Governance Checklist
The fun and rewarding activities of a family foundation center around determining the causes and organizations the foundation will support. This is why the foundation exists—to make an impact and difference for chosen causes and organizations.
1 min read
Strategic Philanthrophy
Donor-Advised Funds (DAF): Tax-Advantaged, Flexible Charitable Giving
If you’re looking for a philanthropic vehicle that offers tax benefits and is simple to maintain, a donor-advised fund might be right for you.
1 min read
Strategic Philanthrophy
Fostering Your Family's Legacy: What to Know about Private Foundations
If you want to play an active role in shaping the charitable impact of your wealth, a private foundation provides maximum control over investments and grant-making.
2 min read
Transferring Wealth
Transferring Family Wealth
Strategies to Help Your Heirs Enjoy More of Their Inheritance: Basis Planning
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
Markets & Economy
Alert: After the Election and the Georgia Runoffs
What we know and what we don’t know for estate planning.
6 min read
