Families of wealth generally enjoy similar opportunities and share many common concerns as they manage complex financial responsibilities. But similar is not the same. Every family has unique aspirations and challenges. What matters most to your family is what matters most to Hawthorn, PNC Family Wealth®.
We make a very specific promise to our clients, a promise that helps you understand our philosophy and guides us in serving you. The core tenet of our promise is keeping wealthy families wealthy. We do this by:
Helping families define success in words as well as numbers
Easing the complexities of wealth
Building deep, personal and enduring relationships
A Shift in Estate Planning for Affluent Individuals
Many affluent individuals are expressing concern over the appropriate transfer of wealth consistent with their overarching values and legacy goals for their families and other prospective recipients such as charitable beneficiaries.
Navigating Turbulent Waters: The Quest for Yield
In this issue of Strategy Insights we review several investment themes and asset classes that appear to have certain characteristics that would help investors better play this difficult hand.