At Two Hawks Consulting, we bring clarity and wisdom to the wealth transfer process. Empower your clients to secure their family's financial future and leave a lasting legacy. Two Hawks was founded on the belief that solutions to the complex challenges faced by high-net-worth families should be elegant in their simplicity.
Our ultimate goal is to help seasoned advisors deliver the highest level of expertise and service possible to their HNW clients-and ensure that their planning solutions are successfully implemented. Ethics and integrity are at the cornerstone of everything we do. We are also dedicated to lifelong learning.
Our ultimate goal is to help seasoned advisors deliver the highest level of expertise and service possible to their HNW clients-and ensure that their planning solutions are successfully implemented. Ethics and integrity are at the cornerstone of everything we do. We are also dedicated to lifelong learning.
Services
In American Indian lore, the hawk embodies vision, power and a higher level of wisdom. Our firm's founder, Randy Fox, CFP, AEP once had the privilege of attending a traditional sweat lodge ceremony during a long and interesting spiritual journey he was on 20 years ago. Two hawks circled overhead for most of the ceremony as though they were keeping a close eye on the proceedings.
The rules that govern estate planning change constantly. This creates a challenge for advisors and, thus, their clients. For every change in the rules, new strategies are developed, and old ideas often fall by the wayside. Our responsibility is to stay current with evolving techniques, strategies and products and to understand the various situations in which they apply.
There are very few advisors in the country that understand and utilize the tools of charitable planning. Yet, these are some of the most powerful and effective planning options available. There are many instances when the very best outcome can be achieved by deploying a charitable technique. This has been a specialty and passion of ours since the beginning.
At some point, most business owners want to transition out of their businesses. Whether there is an internal sale, an outside sale, or a transition to the next generation, it is important that each of these events is carefully planned and considered. This is the point in time when a "liquidity event" will also expose the owner to their largest income-tax event-unless proper planning is put in place well ahead of the transaction.
Unlike many professional service firms, we are transparent about our fees. Two Hawks was founded on the belief that highly trained advisors should charge fees for their work. Ultimately that's a much better approach than doing "free" consulting, which is simply a disguised sale. HNW families can smell a disguised sales pitch from a mile away.
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