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Wealth Strategy Services
Where Family Trees Flourish
Comprehensive Strategic Planning with a Purpose
Your Wealth Strategist is the primary steward of your wealth management plan. Focused on both the big picture and precise execution, we establish a high-level strategic plan, design specific solutions to support that plan and oversee strategy implementation. To create a truly integrated plan with clarity of purpose, your Wealth Strategist pays exceptional attention to your family’s values and goals, as well as financial, charitable, tax and estate planning considerations.
Guidance to Help Shelter, Protect and Transfer Wealth
The Role of a Hawthorn Wealth Strategist
As steward of your wealth management plan, Hawthorn Wealth Strategy Services focuses on both the big picture and precise execution.
Your Wealth Strategist will help you:
- Establish a high level strategic plan
- Design specific solutions to support that plan
- Oversee strategy implementation
- Incorporate financial, charitable, tax and estate planning considerations into our comprehensive planning
- Serve as a gateway to the expanded capabilities of the Hawthorn Institute for Family Success and Private Foundation Management Services
Consultative Planning Approach
We strive to meet you wherever you are in the planning process, taking the time to understand your current circumstance and recommend appropriate solutions at the right time.
We Begin With a Discovery Process
We take you through a personalized discovery process to appreciate your family’s history, discern family values and identify specific needs. We ask key questions and pay close attention to your answers -- not just the words but the emotions behind them.
Next, We Develop a Strategic Plan for Your Family
Having taken the time to understand your circumstances, we are prepared to recommend appropriate solutions at the right time. With a forward-focused approach, we address the wide spectrum of your legacy – family values, finances, business and philanthropy – and plan ahead for the needs of future generations.
Your Plan is Coordinated and Implemented by Advisors with Specialized Knowledge
Our Wealth Strategists are experienced professionals, with access to a broad array of tools, including wealth transfer, estate planning, tax analysis, financial modeling and philanthropic development. They work closely with your other Hawthorn advisors as well as any advisors you designate to create a comprehensive, cohesive wealth management plan.
