Who we are

Your success is our success

Wealth accumulation and preservation doesn’t happen by chance. Over decades and generations, through vision, hard work, and smart decisions, a family’s wealth is realized.

If properly planned for, that wealth can provide security and meaningful impact not only for the current generation but for many more to come. It requires knowledgeable and experienced experts willing to collaborate to deliver the best possible planning for the family.

OUR SERVICES

Wealth preservation strategically designed

Two Hawks is dedicated to work alongside high-net-worth families, family offices and advisors to ensure that the family’s ‘total wealth’ is secure now and in the future.

Leveraging decades of experience, we collaborate and align with a family’s purpose, priorities, and passions, and then design a comprehensive wealth plan by navigating and integrating the most strategic solutions and resources available.

This becomes the blueprint to ensure the family’s wealth and legacy are preserved and growth is fostered. Thus, the family can have confidence. Because we believe a family’s peace of mind and security are priceless.

OUR VISION

Be the trusted partner that high-net-worth families, family offices and advisors turn to for help in maximizing wealth preservation.

Our goal is to transform the high-net-worth planning industry through radical collaboration and demonstrated excellence in strategic wealth plan design and implementation.

OUR MISSION

Guide high-net-worth families, family offices and advisors in developing and implementing "total wealth" plans.

Our mission is to help create successful, comprehensive, multi-generational “total wealth” plans that reflect families’ principles, values and legacy-today and for generations to come.