Services
You need coordinated and integrated information so you can make the best possible decisions and tale the most effective action. Within the strategic framework of our services we can address challenges related to a wide range of financial and strategic needs.
Needs you may have that Hawthorne can assist with may include:
- Advisory Boards
- Asset Allocation
- Asset Protection
- Banking Arrangements
- Board of Directors Membership
- Business Acquisition
- Business Continuity/Succession Planning
- Business Divestiture
- Business Entity and Structure Analysis
- Business Financing
- Business Start Up
- Business/Strategic Planning
- Business Transition Strategies
- Business Valuation
- Cash Management Strategies
- Chief Financial Office
- Education Funding
- Employee Benefits Analysis
- Equipment Financing
- Estate Planning
- Executive and/or Key Person Compensation Benefit Arrangement Reviews
- Financial Planning Workshops for the Business Entity's Staff Employees
- Foundation Services
- Human Resources Solutions
- Insurance Analysis
- Investment Consulting
- Investment Education Workshops
- Investment Policy Statement Development and/or Review
- Investment Management
- Key Employee Services
- Legacy Strategies
- Legal Documentation and Requirements
- Liability Management
- Liquidity Strategies
- Ownership Planning
- Payroll
- Personal Financial Planning Services for Owners and Key Employees
- Portfolio Design
- Plan Audits and Plan Administration
- Retirement Plans Design and Implementation
- Retirement Planning
- Risk Management
- Survivor Needs Analysis
- Tax Planning/Management
- Trust Services
- Wealth Transfer
It’s a long list. Didn’t see your concern here? Email us with your specific question and we let you know if it falls within our expertise or if we can refer you to the right source of help.
