Strategic wealth design
for high-net-worth families
Preserve and grow your family's purpose, priorities and passions
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.
Solving critical planning gaps for successful business
owners and high-net-worth families
Solving critical planning gaps for successful business
owners and high-net-worth families
We help business owners and high-net-worth families address critical planning gaps, ensuring financial security, strategic growth, and long-term success. Our expertise provides tailored solutions to navigate complex challenges and optimize wealth management for a prosperous future.
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
Recent Blog Posts
How to Prepare Your Clients’ Kids for Their Inheritance
June 17, 2025
Ignorance is not bliss. Ignorance causes problems. After interviewing several thousand high-net-worth families, The U.S. Trust Study of the Philanthropic Conversation found that one-third of…
Tap Into Your Clients’ Interest in Charitable Planning
June 17, 2025
Proactively assessing their needs can lead to better long-term relationships. I recently attended my grandson’s high school graduation. I don’t remember any of the speeches, but I was blown away by…
Putting Highly Appreciated Assets to Work for Good Causes
May 15, 2025
A widely circulated report among fundraising professionals found that the number of charitable donors has declined steadily over the past four years. Further, a Giving USA report found that the total…