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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.
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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.
Markets & Economy
PNC’s economic, investment and wealth strategy leaders discuss our economic outlook and the importance of Goals-Based Wealth Management.
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With cyberfraud on the rise, learn how to safeguard your personal information
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Business Continuity & Succession Planning
A fully developed exit plan can help you reap the rewards of all the hard work you put into your business and provide numerous benefits well in advance of a transition.
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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 its subsidiary, 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 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 Capital Advisors”). PNC uses the marketing name PNC Institutional Advisory Solutions® for discretionary investment management, trustee, and related services conducted by PNC Bank. PNC uses the marketing name PNC Retirement Solutions® for investment, consulting, trustee, and custody services for employer-sponsored retirement plans 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 (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
“PNC Wealth Management,” “Hawthorn, PNC Family Wealth,” “PNC Institutional Asset Management,” “PNC Institutional Advisory Solutions,” and “PNC Retirement Solutions” are registered marks of The PNC Financial Services Group, Inc.
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