Our Vision

Each day, Hawthorn earns the trust of ultra-affluent individuals and families by providing integrated wealth management so that aspirations take root, legacies grow and family trees flourish for generations to come.

Our Mission

We help families of substantial wealth build a legacy that will last by:

  • Listening to you so that we have a complete understanding of your goals and you have confidence in our knowledge of your needs.
  • Easing the complexities of considerable wealth through our multi-family office infrastructure, which combines comprehensive planning, fiduciary services, investment management and consulting, private banking and personal administrative services.
  • Developing multi-generational plans to support your estate, wealth transfer, business succession, and philanthropic and unique goals.
  • Identifying appropriate investment opportunities to help achieve effective diversification, tax management and asset preservation with growth for current and future generations.
  • Delivering customized, transparent and detailed performance reporting.
  • Anticipating and responding to family needs through extraordinary client service and multi-generational educational programs.
  • Accessing the extensive resources of PNC, one of the nation's premier financial institutions.