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
Charitable Giving Guidance Beyond Donor-Advised Funds
Beyond the Donor-Advised Fund DAFs aren’t the only way for clients to give. A new Fidelity white paper found that three out of four (76%) high-net-worth investors want philanthropic guidance from…
Incorporate Charitable Giving in Succession Planning
Create a framework for discussing money and philanthropy. Numerous studies and news reports show that charitable giving has been down in the past few years. For instance, the “2026 Charitable Giving…
Expanding Services to Family Office Clients
How can advisors differentiate themselves? The number of ultra-high-net-worth (UHNW) individuals, those with assets worth more than $10 million, rose 5.2% in North America, according to Knight…
