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
Are Clients Getting Stingier as They Get Wealthier?
The number of affluent Americans giving to charity keeps falling. While the stock market and real estate valuations are at all-time highs, the number of affluent Americans giving to charity keeps…
Don’t Forget to Ask Clients About Their Collectibles
Even if you don’t know a Van Gogh from a Van Winkle, you’ll want to get up to speed on valuing, selling, gifting and transferring collectibles. Many of your clients have spent years quietly amassing…
Estate Planning Isn’t Just for Lawyers
A widely cited 2022 Spectrem Group study revealed that 93% of clients sought estate planning advice from their financial advisors—yet less than one in four (22%) felt they were receiving it.…
