Where Family Trees Flourish
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:
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.
This special educational webinar addresses the red flags and the strategies for helping families navigate the rocky path of growing up with, marrying into or shifting into wealth.
58:38 min video
If you have a family business or just want to optimize and manage your family wealth, this webinar will provide useful information and highlight a proper process toward family engagement.
57:31 min video
This conversation, a follow up to the webinar held on April 7th, will take that conversation to the next level to explore how to prepare kids for the family trustscape; from the ages of 10-18, as well as for the financial novice, 19+.
53:41 min video
Learn the critical role that thoughtful meetings can play to achieve family well-being.
54:56 min video
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.
56:54 min video
What matters? How and when do you claim and exercise your voice, your money, your power? In what combination and to what end?
60:10 min video
Explore the challenges and advantages of being — or living with — a financial creative in the 21st century.
55:04 min video
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.
56:48 min video
We explore the nature of what it means to be a ‘newcomer’ and how family members facilitate or block successful integration into the family.
53:21 min video
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
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
Legacy Preservation to explore and capture your family’s identity in innovative ways that provide a common language and understanding for all generations
Coaching to develop patterns of resilience and growth through one-on-one conversations tied to a customized plan with measurable progress. For Business Owners, we offer a suite of services specifically designed to help business owners achieve their life goals and objectives through the lens of behavioral coaching.
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
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
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.
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.
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.
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.