A Strategy for Preserving and Growing Your Wealth

At Hawthorn, we have the insight to help maximize your financial performance today and the foresight to help preserve your legacy for generations to come. Our wealth strategy and fiduciary services ensure that tax, financial, estate planning, insurance and philanthropic issues are identified and articulated so that portfolio management decisions are optimized to your personal goals.

Each Hawthorn relationship begins with a thorough discovery process. We ask key questions and listen closely to your answers -- not just the words but the spirit of the message you are conveying. Once we understand what you value most, we craft a customized family profile that reflects your overall financial situation and related interests.

The Hawthorn Client Service Team

Every Hawthorn client has access to a team of professionals dedicated to helping build and preserve their wealth. Your Hawthorn team works closely with you and your attorneys, accountants and any other trusted advisors to develop your wealth plan, and then executes many facets of the plan.

Our willingness to be flexible and collaborative in all regards demonstrates our understanding of the complexities faced by families of significant wealth.

 
Financial Planning
Having a long-term financial strategy that integrates all aspects of your financial life is essential for families of substantial wealth. Hawthorn will work with you to develop the big picture strategies you need to reach your goals and preserve your legacy.

Income Tax Planning
Hawthorn is dedicated to helping you comply with tax filing requirements while managing your tax liabilities. We will help you create strategies that support your larger financial objectives with due consideration of the implications on your investment, estate and philanthropic plans.

Estate Planning Services
Our estate planning services help you create a legacy that transfers wealth to the next generation while defining and fulfilling your goals. We will help you identify beneficial trust structures offering tax advantages, while integrating your plan with your financial and personal objectives.

Risk Management
Hawthorn uses sophisticated tools and expert analysis to design and implement risk management strategies that help to reduce your exposure and protect your family's wealth and financial security.

Asset Protection
Are you concerned that your assets may be at risk? Hawthorn works with the Delaware Asset Protection Trust to keep your assets in your hands. To establish a Delaware Asset Protection Trust, you transfer selected assets that, once transferred, may be insulated from future creditors. To protect your assets, you lose some control, but losing control does not mean losing the economic benefits from the property transferred.

Philanthropy
Hawthorn can help you create a wealth transfer plan that supports the values important to you and your family. Whether a one-time gift, or a long-term charitable giving program, we will help facilitate a strategy that delivers optimum financial benefits and personal rewards.

Business Succession
Whether you are planning to sell your business to an outside buyer or transfer ownership to the next generation through a sale, trust, or gift, Hawthorn offers the specialized knowledge business owners need to help ensure a favorable succession.

Legacy Planning
Hawthorn's legacy planning and wealth coaching combines unique advisory resources and talents to help you focus on what you value, before you focus on the value of what you own.