Hawthorn is committed to helping you build your legacy, while easing the complexities of considerable wealth through our integrated approach.
Understanding your needs
By listening to what you value most we are able to understand your needs and goals for current and future generations. Hawthorn works closely with your attorneys, accountants and any other advisors to develop a customized wealth strategy designed to meet your financial goals and secure your legacy for generations to come.
We offer wide-ranging specialty services to help meet the demands of families. These services include:
Hawthorn is committed to handling the complex financial responsibilities of your wealth so you and your family can spend more time enjoying it.
Investing in you and your legacy
We have the insight to help maximize your financial performance today and the foresight to help preserve your legacy for generations to come. Our investment process begins with obtaining an understanding of your long- and short-term objectives, tolerance for risk, current portfolio mix, tax situation and other unique circumstances. We focus on recommendations with the goal of achieving optimal long-term outcomes on an after-tax basis. Whether these opportunities are found in-house or through external managers, we will strive to find them. As a service organization, Hawthorn values commitment to your goals above all else.
The Hawthorn Difference
With the discipline to adhere to our investment philosophy and the flexibility to keep pace with evolving objectives, we emphasize building a relationship with you and your family that will only deepen over time. Our long history is a testament to the confidence placed in us by the families we serve. From investment consulting and estate planning assistance, to family foundations and multi-generational trusts, our wealth management services span a broad portfolio of financial interests.
* As of 9/30/2013
** Bloomberg Markets, September 2013
Hawthorn PNC Family WealthSM is a service mark of The PNC Financial Services Group, Inc. ("PNC"). Hawthorn provides investment consulting, wealth management and fiduciary services, certain FDIC-insured banking products and services and lending of funds through the PNC subsidiary, PNC Bank, National Association, which is a Member FDIC, and provides certain fiduciary and agency services through the PNC subsidiary PNC Delaware Trust Company. Insurance products and advice may be provided by PNC Insurance Services, LLC,a licensed insurance agency affiliate of PNC, or by licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate will receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. Hawthorn and PNC do not provide legal or accounting advice and neither provides tax advice in the absence of a specific written engagement for Hawthorn to do so.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
Insurance: Not FDIC Insured. No Bank or Federal Government Guarantee. May Lose Value.