Relationship Strategy Services

Comprehensive wealth management plans involve numerous elements and input from advisors with highly specialized knowledge. Coordination among team members is essential. Your Relationship Strategist is responsible for determining how Hawthorn can benefit you and bringing together all necessary resources to fulfill Hawthorn’s client promise.

The Important Role of the Relationship Strategist

Your Relationship Strategist is your primary Hawthorn contact, responsible for determining how Hawthorn can benefit you and bringing together all necessary resources to fulfill Hawthorn’s client promise.

Your Relationship Strategist is responsible for steering your Hawthorn team and keeping you informed along the way. Built to meet your specific needs, this team includes skilled wealth management professionals representing multiple specialty disciplines, with additional resources added as needed.

Relationship Strategists Contribute to Your Family's Overall Success

Few things are more harmful to a long-term relationship than poor communication. So that this does not happen, your Relationship Strategist facilitates open and productive communication between you and your Hawthorn team and your external advisors. Your Relationship Strategist will also:

• Contact you frequently to fully inform you about our efforts on your behalf and to confirm that we are doing everything possible to exceed your expectations.
• Stay in close contact with family members and proactively recommend adjustments to your plan as issues are identified, circumstances change or opportunities arise.
• Introduce local, regional and national resources as needed.
• Collaborate with other advisors you designate, helping to promote cohesiveness in all areas of your wealth planning.