Hawthorn Institute for Family Success®

Hawthorn® Institute for Family Success

Preparing Wealth for Families & Families for Wealth

Wealthy families often measure success not just by the assets they accumulate, but by the strength of their family and the difference they make in the world.

We understand that some families seek guidance to achieve success beyond financial wealth and we offer additional resources and opportunities to help them flourish personally, professionally and philanthropically.

We believe that preparing family members to handle the benefits, responsibilities and challenges of significant assets will help ensure that your family’s wealth remains a positive force for generations to come.

Sustaining family and financial well-being while preserving core values across multiple generations is difficult. Through 30 years of experience and our deep discovery process, we have found that successful families of wealth often share four distinct behavioral traits:

  • They have an "inner circle" of families to learn from 
  • They spend purposeful time together to discuss their wealth 
  • They have a strong family identity that all can articulate 
  • They seek outside guidance when they need help.

Based on these insights into the best practices of ultra-affluent families, we created Hawthorn Institute for Family Success®. Families who engage the Hawthorn Institute for Family Success will benefit from resources and activities that help them cultivate these four behavioral traits.

Hawthorn Institute for Family Success offers:

Legacy Preservation

Legacy Preservation to explore and capture your family’s identity in innovative ways that provide a common language and understanding for all generations

Family Assessments

Family Assessments to identify your family strengths and capabilities for well-being, opportunities for development, and where to begin

Coaching

Coaching to develop patterns of resilience and growth through one-on-one conversations tied to a customized plan with measurable progress. For Business Owners, we offer a suite of services specifically designed to help business owners achieve their life goals and objectives through the lens of behavioral coaching.

Workshops

Workshops to engage in deeper and practical learning with other peer familiesWorkshops to engage in deeper and practical learning with other peer families

Contact Private Bank Hawthorn