Strategic wealth design
for high-net-worth families
Preserve and grow your family's purpose, priorities and passions
Two Hawks is a recognized industry leader:
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.
Recent Blog Posts
Estate Planning Even More Important for Advisors During Down Markets
A drop in the market is a great time to help clients with wealth transfers. As reported earlier this month in WealthMangement.com, a Trust & Will survey found 40% of advisor clients would switch…
How to Combat Client Estate Planning Procrastination
Be proactive about protecting clients and positioning them for whatever happens next. If I’ve learned one thing after four decades in this business, it’s that wealthy, successful people can be some…
Planned Giving: Don’t Know What You Don’t Know?
There’s still time to make a difference in your clients’ lives, even with the sunset looming. An interviewer asked me the other day what I thought were the biggest changes to planned giving and…
