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We act strategically and collaboratively as a cohesive professional advisory team - including your tax, legal, and business advisors - to help ensure seamless implementation of all aspects of your wealth strategy.
We will work with you to design a customized investment program that includes access to a broad array of investment solutions, a culture of risk management and ongoing insights and communications.
When administering an estate, our team helps to reduce burdens on family members and provide objectivity, privacy, and efficiency in the estate settlement process.
We understand the unique financial challenges faced by families of wealth – from managing assets to growing and preserving wealth for generations to come. Let us help you to achieve your financial goals.
A premier provider of family office services, Hawthorn, PNC Family Wealth® offers tailored wealth management solutions for ultra-affluent families ($20 million or more in investable assets). Our solutions help families build their legacies, while easing the complexities of considerable wealth so that family trees flourish for generations to come.
Our seasoned financial professionals advise clients on a wide range of complex wealth planning issues.
We know the value of a strong relationship. We take time to gain a deep understanding of your lifestyle, risk tolerance and objectives and customize your plan, accordingly. As circumstances may change, we help ensure your plan reflects the changes.
A powerful online account management tool to view and analyze your finances.
More investment options create more opportunities. We provide access to exchange traded funds, separately managed accounts and advanced investment solutions, as well as a broad range of individual debt and equity securities.
Current, relevant insights can help you make confident investment decisions. We incorporate the latest research, white papers and commentary from our award-winning economists, top investment strategists and experienced wealth strategists into your strategic recommendations.
PNC’s Weekly Market Watch provides a recap of the previous week’s economic and market activity and is designed to give PNC’s perspective on happenings in both US and international markets.
2 min read
Transferring Family Wealth
Well over a year into the pandemic, Don Heberle, Head of Personal Wealth and Annamaria Vitelli, Head of Hawthorn, PNC Family Wealth lead a panel discussion on what current market and economic conditions tell us about the path forward and suggestions for staying healthy through 2021.
59:36 min video
Markets & Economy
This article will review some of the proposed changes to the federal corporate income tax proposed by the Made in America tax plan.
11 min read
Earning the privilege to be your trusted advisor is not something we take lightly. So no matter where you are in life, we are committed to helping you make decisions today that will shape the future you want tomorrow.
The material presented herein is of a general nature and does not constitute the provision by PNC of investment, legal, tax, or accounting advice to any person, or a recommendation to buy or sell any security or adopt any investment strategy. Opinions expressed herein are subject to change without notice. The information was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy.
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Wealth Management® and Hawthorn, PNC Family Wealth® to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through PNC Delaware Trust Company or PNC Ohio Trust Company. PNC uses the marketing name PNC Institutional Asset Management® for the various discretionary and non-discretionary institutional investment, trustee, custody, consulting, and related services provided by PNC Bank, and investment management activities conducted by PNC Capital Advisors, LLC, an SEC-registered investment adviser and wholly-owned subsidiary of PNC Bank. PNC uses the marketing names Retirement 1-on-1SM and PNC Financial Wellness Achievement CenterSM for employee education services provided by PNC Bank. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
“PNC Wealth Management,” “Hawthorn, PNC Family Wealth,” and “PNC Institutional Asset Management” are registered marks, and “Retirement 1-on-1” and “PNC Financial Wellness Achievement Center” are service marks, of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
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