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The strength and breadth of the Hawthorn family tree.
In today's world, where we face complexity and uncertainty in our lives, Hawthorn's professionals orchestrate and manage a process that assists our clients in identifying and achieving their financial goals and objectives.
Hawthorn's staff comprises of over 60 individuals who have committed themselves to the service of our clients. In fulfilling this commitment, our advisors possess the expertise and discipline necessary to address the extensive financial needs that are characteristic of very wealthy American families. Our services include, but are not limited to the following:
- Comprehensive Financial and Estate Planning
- Development and Implementation of an Investment Policy Statement
- Strategic Asset Allocation
- Evaluation, Selection and Monitoring of Asset Managers
- Due Diligence of Alternative Investment Opportunities
- Fiduciary Services (including Delaware Trusts)
- Capital Markets Solutions
- Custodial and Banking Services
- Customized Reporting and Record-keeping Services
- Philanthropic Planning (Private Foundation, Charitable Trusts)
Hawthorn provides a team of professionals and supporting staff for each client relationship, as well as the resources of a major financial institution. Rendering advice with complete objectivity is a cornerstone of our practice, as is the protection and preservation of our clients' confidentiality.
Sharing in PNC's legacy of more than 150 years in wealth management, Hawthorn is acutely aware of its role in helping families preserve and advance their own legacies. We would welcome the opportunity to combine our resources with yours and strive to create a rewarding and successful partnership for generations to come.
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