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to Guide Your Path

Where Family Trees Flourish

Insights to Help Your Family Flourish

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Preserving Assets

Preparing the
Next Generation

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Your Money Story and How It Shapes Your Financial Personality

Money behavior is a result of a personality built from direct experiences and indirect stories that are absorbed from the environment you grew up in and the family that raised you. We call this early adoption around money your money story.

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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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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.

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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.

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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.

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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.

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Insights from PNC Private Bank

Living Well

Estate Planning for Singles & Unmarried People

Estate planning for unmarried individuals is very important. Read about some considerations that can help a single person create a successful estate plan.

15 min read

Transferring Family Wealth

Powers of Appointment in Estate Planning

Using a power of appointment makes your estate plan flexible by allowing future generations to adapt it to later circumstances.

13 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

Transferring Family Wealth

Lifetime Gifts: Is the Window of Opportunity Closing?

The current exclusion amounts available for transfer taxes that pass down significant wealth may be too rare an opportunity to pass by.

7 min read

Markets & Economy

Asset Location – Does it Matter?

Where assets are invested matters more than one would realize. Learn more about the importance of asset location and how it can benefit your retirement plan.

7 min read

Transferring Family Wealth

Cybersecurity: Navigating an Evolving Fraud Threat Landscape

Join us for a panel discussion focused on cybersecurity best practices and resources available to better protect you while online.

57:59 min video

Risk Management

Cyber Security: Staying Secure While Online

Cybersecurity is growing increasingly important in today's online environment. Learn how to protect yourself from potential fraud and data theft online.

8 min read

Transferring Family Wealth

The Spousal Lifetime Access Trust

The spousal lifetime access trust has become a popular estate planning strategy employed by married couples.

12 min read

Transferring Family Wealth

Using IRA Distributions to Fund Life Insurance

It may be possible to transfer wealth to family and charitable beneficiaries using distributions from an IRA account to purchase life insurance.

11 min read

Markets & Economy

Looming Tax Bill?

A securities-based line of credit helps provide liquidity without disrupting your investment strategy.

4 min read

Risk Management

The Case for Reviewing Your Adjustable Rate Mortgage (ARM)

Locking in today’s rates may reduce your interest costs over time.

3 min read

Economic Forecasts & Research

Analyses and Forecasts of
Economic and Financial Trends

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Thematic Investing
at Hawthorn

Explore Thematic Investing at Hawthorn

Contact PNC Private Bank Hawthorn for More Information