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
How to Prepare Your Clients’ Kids for Their Inheritance
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
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
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…
