Where Family Trees Flourish

Helping your family tree flourish


Families of significant wealth often share similar aspirations but every family is also unique. At Hawthorn, we believe managing wealth is about matching strategies with your specific goals such as preserving what you have already worked hard to achieve and securing an impactful legacy for the future.

Achieve Goals that Matter Most to Your Family



Investing &
Preserving Assets


Preparing the
Next Generation


Business Continuity
& Succession


Defining
a Family Legacy


Engaging in
Philanthropy


Transferring
Wealth

Our unique approach to serving wealthy families includes preparing wealth for your family and preparing your family for wealth.




Preparing Wealth for Families

We offer core wealth management services and
business continuity and succession consulting to protect your wealth.

About Hawthorn »




Preparing Families for Wealth

The Institute for Family Success was created to help families prepare for the benefits, responsibilities and challenges of significant assets.

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Services



Investment, Financial, Family

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News & Insights



Insights & Ideas to Guide Your Path

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In the News

Published in Family Business Magazine

Onboarding New Family Members Must Be An Intentional Process

If you don’t think onboarding new family members is important, you may want to ask Her Majesty Queen Elizabeth II for a second opinion.

Read Article


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