Account Information Portal

Where Family Trees Flourish


Access your account information how and where you need it.

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Hawthorn Online offers enhanced and expanded capabilities. Wealth Planning was previously called Hawthorn View, the same information is provided.


Hawthorn Online

View Hawthorn Accounts, Transactions, Allocation, and Statements

Log Into Hawthorn Online

Wealth Planning

Net Worth, Cash Flow, Financial Planning Tools

Log Into Wealth Planning


Investment and Trust Accounts, Download Transactions

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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

Perspectives News

The actionable insights and strategies you need to protect and preserve your family’s legacy.

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