Hawthorn, PNC Family Wealth has launched the new Hawthorn Institute for Family Success to guide clients in the inter-generational transfer of their fortunes.
The Institute will offer five major services that were developed based on the behaviour of affluent families.
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By GlobalDataIt will offer assessments to gauge the well-being of a family and scope for improvement, support intimate client gatherings to talk on family wealth-related topics, as well as provide legacy preservation services.
At the same time, it will offer family retreats or workshops along with family coaching to address problems.
The new Institute will be spearheaded by Alexandre Monnier, who will assume the role of wealth sustainability managing director at Hawthorn.
Monnier previously worked as the president of Family Office Exchange (FOX) for seven years.
Hawthorn head Nicole Perkins said: “Lack of communication and trust, or insufficient preparation of the next generation often result in failed transfer of wealth from generation to generation.
“Hawthorn has created the Institute for Family Success because we recognise that it’s critical to prepare both the wealth for the family and the family for the wealth.
“The Institute is designed to address key family success factors, which families and their advisers may overlook. Our ultimate goal is to help our clients and their families successfully navigate the complexities of multi-generational wealth in a holistic manner.”
