What we do & how
we work with you
Your trusted partner for strategic wealth design
The nation’s top financial advisors, CPAs, attorneys and high net worth families turn to Two Hawks’ award-winning team of experts to solve complex client needs.
Unlike other firms, we go beyond wealth management to maximize wealth preservation and create “total wealth” plans that reflect families’ principles, values and legacy today and for generations to come.
Suite of solutions
Wealth design consulting
With input from the advisory team, we conduct a deep-dive analysis and review of all existing assets, liabilities and current estate plan, in addition to assessing client goals and vision for wealth. Together, we build a wealth plan designed to optimize results.
Charitable & philanthropy consulting
After an end-to-end review of all assets, Two Hawks identifies appropriate charitable tools and explores ways to apply them for client goals. When appropriate, we’ll share a “good, better, best” comparison, leaving no stone unturned. The charitable strategies are then integrated in the overall plan. We also offer deep expertise and guidance for pre- and post- liquidity event planning.
Insurance design
Advisors and high net worth clients deserve planning that maximizes results today and for future generations. Two Hawks is known for staying at the leading edge of innovative insurance planning concepts to preserve wealth and maximize tax-advantaged benefits.
Estate plan support
The rules that govern estate planning are changing constantly, creating headaches for advisors and clients. Two Hawks keeps ahead of regulatory changes with evolving estate planning techniques designed to protect assets and optimize results. With our proprietary software modeling software, we stress-test various outcomes and integrate numerical analysis to create a sustainable proposal aligned with client goals. We also provide comprehensive oversight to help ensure a successful implementation.
Strategic legacy planning
Two Hawks facilitates communication to learn as much as possible about clients, their situation and short- and long-term goals. Our innovative strategies can be designed to integrate future generations within the “total wealth” plan. We also offer business succession planning, drawing from years of experience helping business owners prepare the sale and prep successors, transition out of the business and create qualified plan asset strategies.
Family office & fiduciary governance
Governance is critical when it comes to family offices. Two Hawks helps family offices define client objectives. We also offer expert guidance to ensure client wealth is aligned with needs and ambitions—so all actions are accountable at every step of the planning, implementation and monitoring process.
