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

a Family Legacy

Engaging in


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.

Learn more »


Investment, Financial, Family

Explore Our Services »

News & Insights

Insights & Ideas to Guide Your Path

See Latest Insights »

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

On the Blog

Now on Institute for Family Success: Reflections

Why Do You Need a Family Vision for Wealth Management?

Families are like Alice in Wonderland – if they don’t know where they are going, any road will get them there...

Read the Blog

Contact Hawthorn for More Information