Strategic wealth design
for high-net-worth families
Preserve and grow your family's purpose, priorities and passions
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Preserving wealth now and for generations to come
For years, planning for high-net-worth families, family offices and advisors has been limited to wealth management. Through radical collaboration, wealth plan design and streamlined implementation, Two Hawks is your trusted partner in helping high-net-worth families successfully preserve wealth.
WEALTH DESIGN CONSULTING
CHARITABLE &
PHILANTHROPY
CONSULTING
Insurance design
ESTATE PLAN SUPPORT
STRATEGIC LEGACY PLANNING
FAMILY OFFICE & FIDUCIARY GOVERNANCE
Solving critical planning gaps for successful business
owners and high-net-worth families
Randy is one of the most creative, smart and thoughtful practitioners in this country. You’re extremely lucky and fortunate if you get the opportunity to work with him. Howard Kaplan, Financial Advisor
Randy’s command of estate and income tax issues along with the philanthropic tax code is one of the best in the nation.Ralph Adamo, Financial Advisor
These men are gifted in the estate, business and charitable planning world. I have collaborated with them on a number of cases and am always impressed by the unique strategies they bring to the table. Clare Murphy, Financial Advisor