Institute for Family Success

Where Family Trees Flourish

Preparing Wealth for Families & Families for Wealth

Wealthy families often measure success not just by the assets they accumulate, but by the strength of their family and the difference they make in the world.

We understand that some families seek guidance to achieve success beyond financial wealth and we offer additional resources and opportunities to help them flourish personally, professionally and philanthropically.

We believe that preparing family members to handle the benefits, responsibilities and challenges of significant assets will help ensure that your family’s wealth remains a positive force for generations to come.

Sustaining family and financial well-being while preserving core values across multiple generations is difficult. Through 30 years of experience and our deep discovery process, we have found that successful families of wealth often share four distinct behavioral traits: 

  • They have an "inner circle" of families to learn from
  • They spend purposeful time together to discuss their wealth
  • They have a strong family identity that all can articulate
  • They seek outside guidance when they need help

Based on these insights into the best practices of ultra-affluent families, we created Hawthorn Institute for Family Success.

Families who engage the Hawthorn Institute for Family Success will benefit from resources and activities that help them cultivate these four behavioral traits.

Explore more Hawthorn services »
Visit Hawthorn: Reflections Blog »


Hawthorn Institute for Family Success offers:

Family Assessments
Family Retreats
Legacy Preservation

Now on Hawthorn: Reflections

6 Questions to Create and Sustain Successful Family Meetings

We are happy at the Institute for Family Success to help you create successful family meetings and make them part of the traditions your family will value for generations to come.

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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.

Weathering Challenging Times

A Letter from the Institute President: Alexandre Monnier
Read a personal note from Alexandre Monnier.

View a personal note from Alexandre » 

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.

Watch the replay »

Webinar: Meaningful Moments in Financial Parenting
Building children's resilience requires lifelong learning. View this discussion on the opportunities and challenges of finacial parenting in complex times.

Watch the replay » 

Legacy Preservation

Legacy Preservation to explore and capture your family’s identity in innovative ways that provide a common language and understanding for all generations

Learn more about Legacy Preservation »


Coaching to develop patterns of resilience and growth through one-on-one conversations tied to a customized plan with measurable progress

Family Retreats

Family Retreats to gather as a family to purposefully discuss your goals related to wealth, assess and develop 7 Family Success Factors, and enhance family ties

Learn more about Family Retreats »

Family Assessments

Family Assessments to identify your family strengths and capabilities for well-being, opportunities for development, and where to begin


Workshops to engage in deeper and practical learning with other peer families


Salons to build “inner circle” networks of peer families to exchange experiences and learning through conversation led by knowledgeable facilitators

Learn more about Salons »

Insights from the 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.

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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.

Watch the replay » 

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.

Read the article » 

Contact Hawthorn for More Information