Where Family Trees Flourish
Wealthy families often measure success not just by the assets they accumulate, but by the strength of their family and the difference they make in the world.
We understand that some families seek guidance to achieve success beyond financial wealth and we offer additional resources and opportunities to help them flourish personally, professionally and philanthropically.
We believe that preparing family members to handle the benefits, responsibilities and challenges of significant assets will help ensure that your family’s wealth remains a positive force for generations to come.
Sustaining family and financial well-being while preserving core values across multiple generations is difficult. Through 30 years of experience and our deep discovery process, we have found that successful families of wealth often share four distinct behavioral traits:
Based on these insights into the best practices of ultra-affluent families, we created Hawthorn Institute for Family Success.
Families who engage the Hawthorn Institute for Family Success will benefit from resources and activities that help them cultivate these four behavioral traits.
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...
A Letter from the Institute President: Alexandre Monnier
Read a personal note from Alexandre Monnier.
The Family Retreat: Regeneration, Resilience and Reflection
Gather as a family to purposefully discuss your goals related to wealth, assess and develop 7 Family Success Factors and enhance family ties.
Webinar: Meaningful Moments in Financial Parenting
Building children's resilience requires lifelong learning. View this discussion on the opportunities and challenges of finacial parenting in complex times.
Legacy Preservation to explore and capture your family’s identity in innovative ways that provide a common language and understanding for all generations
Coaching to develop patterns of resilience and growth through one-on-one conversations tied to a customized plan with measurable progress
Family Retreats to gather as a family to purposefully discuss your goals related to wealth, assess and develop 7 Family Success Factors, and enhance family ties
Family Assessments to identify your family strengths and capabilities for well-being, opportunities for development, and where to begin
Workshops to engage in deeper and practical learning with other peer families
Salons to build “inner circle” networks of peer families to exchange experiences and learning through conversation led by knowledgeable facilitators
How Do We Compare?
It’s universal: everyone wants to know how they measure up, and ultra-high net worth families are no different. The Family Success Factors Assessment gives families a way of answering that question.
Family Success: Resilience & Well-Being in the Midst of Change
Building children’s resilience requires lifelong learning. Join the Hawthorn Institute for Family Success for a lively conversation about how to define, achieve and sustain family success in the midst of change.
Legacy Preservation: The Stories and Values Behind the Wealth
Along with preserving wealth, families can now preserve and bequeath their legacy — the stories and values that explain their success.