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Trust & Estate Administration
Where Family Trees Flourish
Protecting, Sheltering and Transitioning Family Wealth
Families with significant wealth have long relied on fiduciary advisors to administer their financial affairs and on fiduciary structures to protect, shelter and transfer their wealth. When you choose Hawthorn to administer your trust or estate, your family benefits from our experience, objectivity and understanding support.
Our Fiduciary Advice Centers on Your Family’s Intentions
Extensive Experience, Broad Spectrum Capabilities
The PNC Financial Services Group’s fiduciary experience dates back to the mid-1800s and offers proficiency across the broad range of fiduciary account structures, from revocable trusts to complex wealth transfer trusts.
Holistic Integration
We make fiduciary recommendations in concert with your Hawthorn advisors (Wealth Strategist, Investment Advisor, Banker, etc.) and other professionals (Attorney, Accountant, Family Business CFO, etc.) who serve you. This holistic and collaborative approach welcomes multiple perspectives and provides cohesion throughout your wealth plan.
Leveraged Resources
We have an extensive network of knowledgeable estate planning attorneys and accountants to whom we can introduce you, should you need additional expertise.
Fair Administration
We are committed to appropriately and fairly representing the diverse interests of all fiduciary constituents. We work closely with family members and non-family members, grantors, executors, current and future beneficiaries, life tenants and remainder persons to execute the intent of each account structure.
Efficient, Transparent and Service-Oriented
We execute your fiduciary strategy using customized technology, including software and systems that allow for efficient fiduciary account administration and processing. We continuously monitor fiduciary matters using modern compliance systems.
